Retirement

Will. Wealth distribution for Income and Gifting. Long term care/fees. Succession and Inheritance tax planning. Retirement income options.

This can be the most enjoyable period of life, if affordable. A 30 year holiday is in prospect and one needs to make sure you have enough spending money and control taxation responsibilities.

Earning power is now usually diminished and tactical distribution of wealth for income and inheritance takes precedence.

How do you preserve and gift wealth at the same time?
If I die today, what do I owe the Exchequer?
What assets are used to support Long term care?
Will the State help if I fall into arrears?