Equity Release

The contents of this page are currently being revised.


You might be planning for your retirement, looking to generate investment income to top up your pension, or simply creating a secure nest egg for the future.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

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The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.

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Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

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Estate Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax. The structures into which you transfer your assets can have lasting consequences for you and your family.

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Business Insurance

Without business insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably. At RetireInvest, we strongly believe that adequate business insurance is not a luxury – it’s an absolute necessity.

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Tax Planning

At RetireInvest, we specialise in taking into account your tax affairs as part of the financial services and solutions we provide. Clients feel reassured that we have not only considered maximising and protecting their wealth, but also taken into account the impact our advice has on their overall tax position.

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