Achieving financial independence means having enough income at a point in time, to decide whether to work or not. When planning for your future, you need to consider the lifestyle you want when you retire and how you'll support it. It's essential that you review your retirement planning strategy regularly. We can advise you with taking steps to make it more certain that your retirement plans will be able to achieve the income you want when you retire. Inheritance tax (IHT), and the rules and regulations governing it, can be complicated, just like many of the options for limiting any potential tax bill, when passing on your wealth.
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About Us
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We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We base our recommendations on individual circumstances, performance, service, cost and corporate stability. Let us do the hard work and look after the whole spectrum of your financial concerns, leaving you free to enjoy life.
Our Service
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When we are advising people about maintaining their wealth, one of the most important considerations is to balance their current income requirements with ensuring the future is catered for. We find that clients are inclined to save too much or too little, which stems from not identifying correctly what their future income needs might be and how they can be met.
Meet Our Advisers
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Steve is one of the founding members of The Oxford Advisory Partnership, having formed the company with Paul Harris in 2001. Steve is an Independent Financial Planner and has a wealth of experience in the fields of Retirement and Estate Planning as well as Long-term Care. His in-depth knowledge of the USS (Universities Superannuation Scheme) and the TPS (Teachers' Pension Scheme) pension schemes means he has been able to advise academics and teaching staff on their retirement options for almost two decades.
Retirement Planning
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When you retire, your spending changes. Usually there is a reduced need for income. While social spending may increase, retirement will no longer need to be funded, there may be no outstanding mortgage and travel expenses are usually lower. Effective cashflow planning will help safeguard the future and avoid unnecessary anxiety.
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