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As we get older, we need to keep a much closer eye on how our Savings and Investments are doing. You need to live on income from your Savings and Investments or you may be hoping to be able to gift some money to your family .
Your tax position changes as you get older as you have a higher personal allowance and the way you receive income can affect how income tax is calculated.
A SOLLA Adviser will help you in making the right investment and savings choices helping you with questions such as:
Things constantly change as we go through life and our priorities change too. From protecting the family, to needing a tax efficient income on which to live in retirement . As part of your planning, you should find out more about Savings and Investments in later life.
The following sites will give you some ideas and further information:
The FCA Guide – Money Made Clear Savings and Investment
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