Retirement & pensions advice

You may have already thought about when you want to retire and how much income you’ll need to enjoy the best that life has to offer. The challenge is ensuring you have the finances in place to achieve these goals.


More retirement & pensions advice
More retirement & pensions advice

Estate planning advice

Inheritance tax rules have changed a bit in recent years so it is important to understand their implications. It is all too easy to be unnecessarily caught out, so your family and other beneficiaries don't receive what you hoped.


Read more on estate planning
Read more on estate planning

Protecting your family

Even if you have considerable wealth, changes to your health can have a significant impact on your financial circumstances, especially if you’re unable to work. You may feel that your employer or personal policies provide you with sufficient cover, but it’s always wise to check. 

Learn more about family and life cover
Learn more about family and life cover

Latest Insights

Reasons why you shouldn’t discount annuities for your pension

By Andrew James, Head of Retirement Planning

More retirees are turning to drawdown instead of annuities to fund their retirement With the advent of pension freedoms following the Chancellor’s surprise announcements in the 2014 Budget, the…

Overview of the Lifetime ISA – is it better than a pension?

By Ian Dyall, Head of Estate Planning

In the recent budget, George Osborne announced that from April 2017 a new option for younger people wishing to save for the longer term – the Lifetime ISA.  A Lifetime ISA can only be opened by…

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Introduction to Towry

A personal approach to financial planning

Introduction to TowryWhen you’re making decisions about your financial future, it’s important to choose the right financial adviser. At Towry, we believe that all financial decisions should be made as part of a personal financial plan, which can be structured to help you achieve your short and your long-term goals.


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Get in touch with Towry

Book a free, no obligation consultation with a Towry Financial Planner today.

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