DOWNLOAD: July 2023 Later Life Planning

UPDATED July 2023
The last 25 years have changed the way we live. Now we can access information instantly, share experiences with people across the world, and reap the benefits of rapid technological change. These benefits include increased living standards and healthcare, and longer life spans.

A longer life means your pensions and any other investment income in retirement have to last for longer; maintaining financial planning advice is more vital than ever to ensure you don’t outlive your income; and families may now stretch across more than three generations, making estate planning more of a challenge.

In this guide, we introduce some of the main financial planning aspects of longer life. For more information on any of the issues raised, please talk to us.

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