Specialist Areas

You can be confident that David Soper & Co Ltd. are able to give you specialist advice in the following areas.

Assisting clients:

• approaching retirement
• those in retirement
• those who require long term care

Pension Planning

Enabling you to understand the level of income you may expect in retirement and suggesting ways in which your retirement income can be increased and made more tax efficient. You may wish to consolidate a number of existing pension arrangements and receive information about the investment risks inherent with the various pension strategies which are available.

Investment Planning

Both prior to retirement and in retirement you may wish to ensure your investments are tax efficient and invested with a level of investment risk with which you are happy. You may wish to receive advice on simplifying your investments or rearranging them to maximise income or capital growth, or a combination of the two.

Late Retirement

At this stage your concerns may have moved to ensuring that your wealth is passed on to your family in a tax efficient manner, ensuring that no unnecessary Inheritance Tax is paid.

Unfortunately at this time you may also be concerned about the provision and the cost of long term care, should it become necessary. We are able to suggest and implement various strategies helping to ensure your long term well being is maintained. This service is often arranged by the children of the person requiring care and in this regard we are both willing and able to liaise with other family advisers, such as solicitors, ensuring that vital matters such as up to date wills and and lasting power of attorney are established.