Retirement Planning

We provide a financial planning service to enable people to determine their expected level of income and the related tax liability in retirement. We develop financial models based upon expected rates of return and can advise, in general terms, on investment strategies and the use of life insurance.

We frequently advise on the tax consequences of retiring in the United States and other countries and consider the tax issues of becoming non-resident and the tax in the foreign country.

In carrying out this work, we often consult with investment advisers and insurance representatives to assist us in numerical modelling.

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