+41 22 505 26 26
+44 20 4577 1828Now is the time to make the most of the financial security you’ve built through years of hard work and thoughtful planning, by using your savings and investments as efficiently and effectively as possible.
Retirement brings many lifestyle changes and prompts important decisions about how you use your assets. Whether you’re pursuing new hobbies or ticking off long-held ambitions, staying on top of your pension and investments is key to maintaining a comfortable and fulfilling retirement.
Moving into retirement is a big life step and can bring you considerable stress if you’re not prepared. Drawing up a retirement income plan will help you manage your wealth to generate income, providing you with a smooth transition
You’ll want to remain active by taking up new hobbies and learning new skills. Whether it’s travelling the world, volunteering or working on a personal project – if you’ve saved carefully you’ll be able to do the things you’ve always dreamed of.
Now that you’ve finished working you’ll start receiving the money from your state, private or workplace pensions. Any investments you have made could also provide a steady stream of income.
Once you’ve retired it’s time to spoil yourself with some luxury purchases like a holiday or a new car. Buying a holiday home could provide the perfect getaway as well as being an investment.
Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.
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Our experts have put together a range of free resources to help you learn to manage money effectively in your 60s and 70s.
Moving into retirement often means taking some important and sometimes complex financial decisions. So how do you enjoy your hard-earned savings whilst ensuring you have enough money for later in life? Download the guide today and find out:
Inheritance tax (IHT) planning can be difficult because different emotions and expectations often collide. Think about your situation and financial goals – and, start early so you don’t leave it too late.
Find out how much you money you will have for your retirement and how much you can draw upon for a sustainable income
Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.
We provide a wide range of investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.
Whether you have a specific question about your finances or looking for someone to help you create a holistic financial plan, we can help you create a more secure financial future
Contact us today to discuss how Dalton Steiner can help you.
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