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Wealth planning

Wealth planning

Wealth planning is the broad heading for sorting out your finances for the long term.

It includes the big questions, like the retirement lifestyle you want to have, and making sure the money is there to pay for it; as well as technical points like pensions and tax.

Wealth planning is not a one-off event. It’s on going. It’s a process of setting goals, evaluating where you stand against them, and then reviewing your progress towards them.  

What do we mean by goals?  Well these could include being able to retire early; giving your children or grandchildren financial security; making sure you have the retirement you plan and deserve - and knowing your family are financially secure no matter what happens.

Wealth planning gives you peace of mind and control over your future.

Our wealth planning advice can help you to:

  • Know what age you can retire and what lifestyle you can have.
  • Make informed decisions about how best to arrange your investments for the long term.
  • Be able to manage your pensions effectively, taking account of your needs, of tax and of pension regulations.
  • Be able to decide whether to opt out of an employer’s defined benefit pension scheme.
  • Know how best to draw your investment income in retirement, taking into account the tax aspects.
  • Plan how your wealth will eventually be inherited by those whom you wish.
  • Invest in a way which is tax-efficient.
  • Make sure your family are looked after if anything happens to you.
  • Protect your income in the event of critical illness.

We’ll give you a written report - your Wealth Plan - clarifying what you need and explaining the best ways to achieve this. We go through this with you and when you're happy with it we'll put it into action for you. From then on, we keep it under review to check that everything is on track.

Click here to contact us or call 01732 758 655

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.