Retirement,
on your terms
Retirement should be a time of financial freedom, not financial worry. At Welsh & Taylor Wealth, we help you plan ahead so you can enjoy a comfortable and secure retirement. Whether you’re decades away from retirement or approaching it soon, having a solid financial plan in place ensures you can retire on your terms.
With our expert guidance, we’ll help you build a retirement strategy that balances growth, security, and tax efficiency - so you can focus on enjoying the life you’ve worked hard for.
How we can help
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The key to a secure retirement is ensuring you have enough savings to sustain your desired lifestyle. We help you assess your current pension savings, identify any shortfalls, and create a tailored investment strategy to grow your retirement fund efficiently.
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Pensions are one of the most tax-efficient ways to save for retirement. We help you maximise your pension contributions while making the most of tax relief opportunities, annual allowances, and employer contributions to enhance your long-term savings.
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When the time comes to retire, we guide you through your options for drawing income. Whether you choose pension drawdown, annuities, or a combination of both, we ensure you have a sustainable withdrawal strategy that keeps your finances secure throughout retirement.
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Retirement planning isn’t just about funding your own future - it’s also about passing on your wealth efficiently. We help you structure your estate to minimise inheritance tax and ensure your loved ones benefit from your financial legacy in the most tax-efficient way possible.