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Retirees
Retirement should be a time of happiness and contentment, and with us by your side, it can be. Get the dedicated guidance you need to preserve your wealth and savour your prime years.
The helping hand you never knew you needed
Finishing work and entering retirement is supposed to mean leaving money worries behind. In fact, it simply comes with a new set of financial worries, such as outliving your savings, facing tax challenges, or leaving less for your loved ones than you’d hoped.
Fortunately, there’s a simple solution. A comprehensive financial plan, produced by Blackstone’s experienced team, can help you get a handle on your current situation, and plan for your and your family’s future.
Our experts have spent more than two decades addressing the unique needs of retirees like you. Let us take care of the complexities so you can enjoy life’s simple pleasures.
What we do
Review your pension and income arrangements
You worked long and hard to build your pension funds. Now that you need them, are you confident you’re maximising their potential? The financial plan we can create with you will help you identify your goals and ambitions for retirement. Then our experts can assess your current pensions, and if they aren’t providing the returns or flexibility you need, take action.
Take steps to reduce your inheritance tax bill
Preserving your wealth for future generations is crucial, but a hefty Inheritance Tax bill can be a big barrier to achieving it. Our advisers have many years of experience in implementing effective tax mitigation strategies for people in your situation. Speak to them today about gifting, tax-efficient investing, and other options for passing on wealth the right way.
Explore trusts and which options could suit you
Trusts can be powerful tools in your financial arsenal, but the rules and regulations surrounding them are incredibly complex. That’s why you need to take advice from specialists, like ours, before making any firm decisions. With our help, you’ll gain a greater understanding of the different types of trusts, and how they can help you save tax and preserve your wealth.
Make the necessary arrangements to secure your legacy
Retirement is all about having more freedom to be with loved ones. But it’s also the time to think about your family’s future and how you can contribute to this. Legal documents like wills and Lasting Powers of Attorney are essential if you want to ensure your assets are distributed according to your wishes. Work with our expert team, and we’ll help you do the right thing.
What clients say
Discover the Blackstone difference, as described by those who’ve benefited from it. In their own words, people like you reveal how their lives have been transformed with our expert help.
Our clients speak
97.960%
of clients believe that working with us has helped or will help them achieve their financial goals
95.830%
of those who answered definitively would recommend us to their friends, family or colleagues
1000%
of clients were satisfied that we understood their needs and objectives
Resources
When it comes to growing your wealth, knowledge is power. Our free resources are carefully crafted to help you gain valuable wisdom and make smarter choices with your money.
View resourcesHow we work
Business owners
Your business isn’t just your main source of income, but your legacy. With our help, you’ll maximise your financial potential and secure a strong future for you and your loved ones.
Senior managers
and directors
As a top executive, you need a financial partner who understands your unique position. Together, we’ll translate professional achievements into lasting financial security and growth.
Young professionals
It’s never too early to lay the foundations for lifelong success. Our expert team will help you navigate career challenges, manage debt, and start growing your wealth the right way.