Estate planning
Getting your affairs in order for when you pass away can bring real peace of mind as you get older. Estate planning is key.
Already enjoying your hard-earned retirement? There’s still plenty to think about on the financial front…
Even when you’ve finished working, the big decisions keep coming. And we’re not just talking about where to go on your next holiday.
Getting your finances in order for future generations of your family is key to providing real peace of mind – and allows you to enjoy your retirement to the full.
Below you'll find some useful resources to help you make the most of life after work.
What can you expect from the 'In retirement' section of the hub?
In this video, Wendy Baillie, Regional Manager at Wesleyan Financial Services, talks through what you can expect from the 'In retirement' section of the Retirement Hub - including resources designed to help you plan for your family's future.
Planning for your later years
Four steps to plan your estate
If you’re thinking about estate planning but aren’t sure where to start, we’ve put together a few steps to help you get your finances in order.
Guide to inheritance tax
Keen to protect your assets against inheritance tax? Here’s how you might be able to reduce your liability.
Passing on your wealth
Guide to investing for children
Set your children or grandchildren up for the best start in life. Learn about savings and investment accounts for juniors, and read our guides on investing for your children.
IHT and lifetime gifts
Giving money or assets to your beneficiaries while you’re still alive is one of the most common strategies to reduce inheritance tax. However, there are a number of rules around what you can give, and when you can give it.