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July 19, 2024

Service Areas

Retirement Planning

We provide a financial planning service to enable people to determine their expected level of income and the related tax liability in retirement. We develop financial models based upon expected rates of return and can advise, in general terms, on investment strategies as well as on the use of life insurance.

For high net worth individuals, we may also consider certain non-resident strategies and retirement arrangements, which may incorporate the use of non-resident trusts. We frequently advise on the tax consequences of retiring in the United States and other countries.

In carrying out this work, we typically consult with investment advisers and insurance representatives to assist us in numerical modelling.

This work is done on a fee-for-service basis.