RETIREMENT MATTERS 

Making the right decisions today could
boost your  retirement pot and make the
future a whole lot brighter 

HOW MUCH DO I NEED TO
SAVE FOR RETIREMENT?

Ensure your money works effectively to
enjoy retirement on your own terms 

BRITAIN’S BIGGEST PENSION TAXPAYERS 

How to make sure you avoid
becoming one 

PLACING ASSETS INTO A TRUST 

Ensuring your legacy is managed
according to your wishes long into
the future 

FINANCIAL PROTECTION 

Ensuring a secure future for you and
your loved ones 

WAYS TO REDUCE A CAPITAL
GAINS TAX LIABILITY 

How will you ensure more of your
money will go towards your future? 

INVESTING A LUMP SUM 

Received an inheritance, windfall, or
proceeds from a business or property
sale? But what next? 

CARING FOR GRANDCHILDREN 

How it can help you boost your
State Pension