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Financial planning in your 60s and beyond

Financial planning in your 60s and beyond

When it comes to later life, there are a few changes that may have an effect on finances, that may affect your finances.

In this simple guide, which is not personal advice, we’ve rounded up just a few financial planning points that you may need to think about, with a few tips to consider, including:

  • Six ways to pay for long term care
  • How to pass wealth on tax-efficiently
  • How to get the support you need

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    This guide is not personal advice. If unsure, seek advice. Please remember tax rules can change and benefits will depend on your circumstances.

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    Making the most of your finances in later life

    When it comes to later life, there are a few changes that may have an effect on finances.

    In this simple guide, we’ve rounded up just a few financial planning points that you may need to think about, with a few tips to consider, including:

    • Six ways to pay for long term care
    • How to pass wealth on tax-efficiently
    • How to get the support you need

    Plus, some automatic changes that could affect your money which you might not expect.

    This guide is not personal advice. If unsure, seek advice. Please remember tax rules can change and benefits will depend on your circumstances.

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