Preserving what matters most
At this stage of life, your focus may turn to what you can pass on — both now and in the future — while arranging your affairs carefully so your loved ones avoid unnecessary tax.
+41 22 508 30 25
+44 20 4577 1828
+41 22 508 30 25+44 20 4577 1828At this stage of life, your focus may turn to what you can pass on — both now and in the future — while arranging your affairs carefully so your loved ones avoid unnecessary tax.
Later retirement is about maintaining a comfortable lifestyle while preparing for unexpected events such as illness or care requirements. It’s also an appropriate time to review how funeral costs will be covered and ensure your will reflects your current wishes.
Your health and quality of life become increasingly important in your 70s and beyond. Planning ahead for potential care needs can provide reassurance for both you and your family.
Supporting your family financially can be deeply rewarding. Lifetime gifting may help grandchildren buy their first home or clear university debts, while also forming part of your inheritance tax planning.
As mobility or priorities change, you may consider simplifying your lifestyle. This could mean downsizing or adapting your home to make everyday living more comfortable and practical.
If health becomes a concern, moving to a more manageable property or retirement community may offer independence alongside the reassurance of nearby support and companionship.
Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.
Our specialists have created a selection of free resources to support you in managing your finances confidently throughout your 60s and 70s.
Do financial conversations happen openly within your family? Research shows many of us avoid the topic with loved ones. Our free guide explores why money can feel taboo, sharing real stories and expert insight on the value of open dialogue.
Inheritance tax planning can be complex, often involving both financial and emotional considerations. Reviewing your objectives early can help ensure you take practical steps in good time.
Estimate how long your retirement savings could last and explore how much you may be able to withdraw sustainably to support your lifestyle.
Work with a dedicated Financial Planner and Investment Manager to develop a joined-up financial plan and tailored investment strategy.
Whether you need help with a specific financial question or want a fully integrated financial plan, we can support you in building a stronger financial future.
We offer a broad range of investment options tailored to varying needs, giving you the flexibility to be as involved as you wish in managing your portfolio.
Contact us today to discuss how Dalton Steiner can help you.
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