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At least one year to go…

·         Where will you retire to?

·         How will you spend your time?

·        Will you have medical cover?

·        Are there any hobbies you wish to pursue?

·        What goals are you going to have in retirement?

·        What will you do when you wake up each morning?

·        How will you plan your days?

·        Consider how your partner will react to having you around 100% of the time and what plans they have?

·        Organisations such as Help the Aged, www.helptheaged.org.uk can help with the above.

 

See below for more information:

 

  • Action plan to make up shortfalls
  • Finance – find out what regular income you are likely to have
  • IHT gifts and income tax
  • Prepare your pensions for retirement
  • Tax-free cash
  • Will it be enough
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