Reassess your visions
Retirement is like climbing a mountain. You put all your effort into reaching the top, but at one point, you need to make the trek down and navigate things a little differently. The same tactics you used to reach the top may not work on the way down.
Now that you’re in the midst of retirement, your outlook on life is different and new strategies must be adopted. Perhaps you’re concerned about potential care costs, or an impending Inheritance Tax bill. You may want to consider your equity release options to bring in some extra income. The time to plan for the ascent is now.
How we will help you…
We’ll provide you with a visual representation of what your retirement years will look like financially. Ultimately, deciding how you plan ahead for you and your family.
Maintaining an income
It’s normal to worry about the future, but we’ll be there to tell you everything is going to be ok by utilising and maintaining your funds.
Equity release options
We know the score when it comes to releasing money from your home. We’ll get your finances in check and allow you to have a more comfortable retirement.
Inheritance Tax planning
In order to not leave your estate with a hefty bill, we’ll work with you to create a tax-efficient strategy that has your best interests at its heart.
The Financial Conduct Authority does not regulate tax planning.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
What our clients say…
Want to get a sense of how we really help people with holistic financial advice? Hear from our clients themselves.
Justin couldn’t have been more accommodating and helpful. He gave us clear advice on where our best investment options were and kept us up to date at every turn. We've been very pleased with the advice he gave us.
Justin has helped to streamline my portfolio, and we’ve now focused on funds that make sustainable investments. He’s organised, reliable, and has an excellent knowledge of different funds and fund managers.
Zest provided significant help as we planned for retirement. They recognised and helped us to manage our different pension and risk profiles. Justin has been patient and honest in his explanations and advice, and we have valued his clarity.
We have been clients of Zest for more than 30 years, which really speaks for itself. Through regular financial reviews, we have watched our investments grow, and we’re pleased to say that our early retirement plans have now been achieved.