Retirement Planning Guide for High Net Worth individuals

Retirement planning can feel overwhelming. There’s a lot to consider. But by thinking about it now, you have the best chance of ensuring your retirement lifestyle meets your expectations. We’ll help you create a plan to achieve your investment and retirement goals.

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RETIREMENT PLANNING STEPS

Plan ahead now to live the lifestyle you want in your retirement

Your pension is only part of your retirement planning. When it comes to your future, it’s worth considering all of your assets and your wider wealth plan. Without this approach, you might overlook opportunities or make decisions without all the relevant information.

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What does our guide cover?

Retirement planning raises a lot of questions. Do I need to plan now to help ensure I can achieve the lifestyle I expect in retirement? Can I retire early? How do I use my other assets to provide an income? Can I leave my pension for my children? That’s why we’ve created our retirement planning guide. It’s a starting point for all the things you need to consider. In the guide, we share our experience to help you explore those questions and take the right next steps.

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RETIREMENT PLANNING STAGES

Download our guide to learn more about what’s involved in retirement planning

Explore how you can use
your assets to retire early,
without compromising
your pension fund.

Discover the power of cashflow modelling to demonstrate how different factors could impact your retirement fund.

Understand if you can pass your pension on to your loved ones.

Learn how you can transition
from the accumulation phase to
decumulation in terms of your retirement fund.

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“Brown Shipley has a gift for making complex financial matters easier for me to understand, which I see as a great asset.”

Ms Rowe

Download retirement planning for High Net Worth individuals

We have years of experience in retirement planning, helping clients make best use of their assets to fund the lifestyle they want to live in retirement. Complete the form below to receive your guide.

Why partner with Brown Shipley for retirement planning

Our personal approach

We take a personal approach, sitting down with you for an in-depth discovery session to understand your lifestyle, needs and ambitions.

Preparing for the future

We can support you at every stage of your retirement planning journey by sharing our experience and making tailored recommendations.

Variety of expertise

We have expertise across Investment Management, Wealth Planning and Lending to create a tailored retirement plan that meets your specific needs.

Long-term strategy

We’re with you every step of the way — when life changes, we’ll help you adjust your plan to ensure it stays aligned to your goals.

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Important Information

Investing puts your capital at risk.
The value of your investments can go down as well as up, and you could lose some or all of the money invested.
Tax treatment depends on individual circumstances and is subject to change.
Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.