Retirement planning isn’t just about the finances, it’s about how you live your life for the next 30+ years. So, when should you start making your plans?
Articles
You CAN give it away: tax-free gifts
You may have already made provision in your will for helping out your family financially, whether as bequests, business succession planning or ring-fenced Trust funds. The problem is that life keeps throwing us and our loved ones’ curveballs. Your children may inherit a substantial amount from your estate when you pass away, but that won’t […]
Propping up the house: why you need to support your purposeful retirement
Why retirement planning can support you in enjoying a purposeful retirement after you’re finished with working.
Business succession planning – keeping it in the family
If you own your own business and are looking towards retirement, part of your estate planning should include deciding what happens to your business. It’s tempting to think that the best option is to pass on the business to the family, especially if they are already involved. After all, some of the world’s most famous […]
The retirement iceberg: supporting an enjoyable lifestyle
The retirement iceberg: why everyone else only sees the enjoyable 10% on top and not the 90% of supporting (and equally enjoyable!) activities underneath
Pill boxes and book deals: Where might your curiosity take you?
Have you made a curiosity list for retirement? Add anything that piques your interest, and just see where that new fascination takes you!







