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Retirement & Estate Planning

As your wealth grows your estate becomes more complex and therefore the Goodman Lawrence Healthcare Team can help you provide sufficient relevant information in determining a simple retirement and estate planning structures.

The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.

We can work with you and your other advisors to put a fiduciary structure in place that has been designed specifically for you and your family. We have a wealth of experience, which you will find invaluable in creating a structure that meets your needs like……

  • Help with drawing up and reviewing your will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

These days, with increasing life expectancy and advances in healthcare it is not uncommon for people to live for twenty to thirty years after they retire. This can be more than half the time they spent working!

It is therefore important to plan well ahead and maintain balance and flexibility to enable a successful retirement planning

If you would like to discuss how we can assist you further please contact us on

Tel: +44 (0)207 428 1000 or email our team of advisors