Financial Advice and Planning for Later Life

Preparing for life after retirement, coping with divorce, separation or bereavement in later life, or finding funding for long term care

What does later life look like for you? For some it’s a time to realise those grand plans: give up working and travel more, take the luxury holidays you’ve always dreamed of, spend money on children and grandchildren, or simply find time for projects and hobbies you weren’t able to do while working.

But sadly, such leisure time in later life is not possible for everyone. For some people, women especially, later life is far from the idyllic sunset years they’d always anticipated. Because for some women, later life can mean suddenly finding themselves holding the financial purse strings for the first time. Either because they’ve been widowed, are going through a divorce or separation, or because they have a loved one needing long term care.

For lots of women in this situation, once the feelings of shock or numbness have subsided, getting to grips with the practical side of finances can feel like a daunting task. Perhaps you gave up work to care for your children, or maybe your spouse earned the higher income and you agreed that you did not need to work? Or perhaps because of those decisions made years ago, that seemed perfectly sensible at the time, you are approaching retirement or your new single status with little or no investments or savings from which to draw an income and no idea how you’re going to meet the costs of everyday living?

Now is not the time to panic, now is the time to talk to us. Because things may not be as bleak as they first appear.

Talis are experts in this field. We use independent research and careful planning to walk you through your options. We’ve helped hundreds of people in similar situations to yours find the peace of mind that comes with knowing that their future or current finances are secured.

Whatever you need money for – caring for a relative, funding your retirement or starting over after divorce – there’s usually a variety of smart ways to find it without compromising your lifestyle or standards of living.

We can help you with pensions and retirement planning, protecting funds for care fees, planning your cash flow to make sure you have money for the future, protecting your assets and estate, including Inheritance Tax planning, or using your property for equity release.

We all want a healthy and happy retirement, free from the worries and stresses of our early years. Planning for the future – or managing a present reality that was not of your choosing – can provide peace of mind and security for you and your loved ones.

So contact us today for an initial chat to find out how we can help you.

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