Finances and An Empty Nest

Ideally, this is a time when your expenses start to go down and your savings can really start to build.  If you have children, you might be paying for their education and weddings. Frequently, this is a time when the ‘Bank of Mum and Dad’ is essential in helping them to get their foot on the ladder.

Financial goals can include paying off the mortgage and other debt, utilising all available tax allowances (income, pensions and capital gains). Growing retirement savings, college and university costs, starting a new business and planning for retirement are all important priorities at this time.

Watson Moore is happy to assist you in building a new financial plan that takes into account the above.

Past performance is used as a guide only. It is no guarantee of future returns. Your investment may go down as well as up, and you may not get back the full amount invested.