Retirement Planning For Couples [Case Study with an Age Gap] скачать в хорошем качестве

Retirement Planning For Couples [Case Study with an Age Gap]

Many couples will have a difference in age, and this can present additional planning issues when thinking about retirement. It’s also quite common for one partner to take the lead with the finances, but it is always best for both parties to engage in the conversations and decisions. It’s not just about the money, but more about what you want from life. What does “good” look like for both of you? ☎️ Seeking independent financial advice in the UK? No cost or obligation with an initial call. Book here: https://andrewhaley.my.canva.site/ In this video I explore a case study, looking at Pete & Sophie’s situation, and exploring some of the planning issues/questions I might raise as their financial planner. I go on to note some of the tax planning opportunities they could consider. I hope this video helps in highlighting the types of discussions that couples might wish to have as they approach retirement. Link to the PLSA Retirement Living Standards Report: https://www.retirementlivingstandards... Chapters: 00:00 - Intro 01:27 - Meet Pete & Sophie 02:53 - "Default" Age 60 Retirement 06:12 - Just Above "Moderate" 06:42 - Key Planning Discussions 14:28 - Tax Planning 17:30 - Outro Enquiries: [email protected] Disclaimer: This video is for guidance and entertainment purposes only and should not be seen as financial advice. Any opinions presented are my own and not representative of any firm. Investment values can fall as well as rise and past performance is not necessarily a guide to future performance. Your capital is at risk when you invest and you can get back less than originally invested. Annuity rates are subject to change. Taxation/legislation is subject to change. Always seek personalised advice tailored to your own circumstances and objectives.