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In retirement

Already stepped away from the dental chair? Here are some handy resources.

Even if you're enjoying your hard-earned retirement, there’s still plenty to think about on the financial front…

Getting your finances in order for future generations of your family is key to providing real peace of mind – and allows you to enjoy your retirement to the full.

Below you’ll find some useful resources to help you make the most of life after work.

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  • Latest insights
  • Planning for the future
  • Helping family

    • Discover the latest in retirement insights…

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    08 May 2025 5 min

    Introduction to estate planning

    Worried about inheritance tax eating into your estate? Proper estate planning can help you leave more to those you love most.

    Financial planning In retirement
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    17 January 2025 5 min

    Guide to inheritance tax planning

    With lots of rules, exceptions and reliefs, inheritance tax can get quite complicated - but it doesn't have to be. Find out more in this guide, including what you need to know about the nil-rate band.

    Financial planning In retirement Investments
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    04 September 2024 5 min

    Lifetime gifts

    Gifting assets when you're still alive is a common inheritance tax strategy. Here are rules around what you can give, and when.

    Financial planning In retirement Investments

    Making plans in retirement

    You've made the decision to retire, but the financial planning doesn't end there.

    In this video, Iain Stevenson, Head of Dental at Wesleyan Financial Services, talks through some key post-retirement considerations - from changes in lifestyle to passing on your wealth.

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    Planning for your later years

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    Introduction to estate planning

    Getting your affairs in order for when you pass away can bring real peace of mind as you get older. Estate planning is key.

    Find out more
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    Four steps to plan your estate

    If you’re thinking about estate planning but aren’t sure where to start, we’ve put together a few steps to help you get your finances in order.

    See the steps
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    Guide to inheritance tax

    Keen to protect your assets against inheritance tax? From understanding the nil-rate band to using trusts, see how you might be able to reduce your liability.

    Read the guide
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    How to reduce inheritance tax

    How can you reduce the amount of inheritance tax you pay when you die? In this guide, we share ways to help you leave more to your loved ones.
    Learn more

    Passing on your wealth

    For many people, one of the biggest goals in later life is to provide a helping hand to family. Here are some guides that might be of interest…

    Investing for children

    Set your children or grandchildren up for the best start in life. Learn about savings and investment accounts for juniors, and read our guides on investing for your children.

    Discover investing

    IHT and lifetime gifts

    Giving money or assets to your beneficiaries while you’re still alive is a common strategy to reduce inheritance tax. But there are a number of rules around what you can give – and when.

    Read the guide