Apsire Partnership Brochure - page 75

Davidconsideredhimself very lucky. Yes, therehad
beendifficult timesover theyears;whenhe’dbeenmade
redundant
&whenhisDad
died
. But,overall, lifewas
good! Hehadhis
ownprofitablebusiness
. Hiswife,Lucy,
wasstill a
Partner
ina lawfirm. Hischildrenhad
families
of theirown&goodcareers:Annie inmarketing;Harry in
the familybusiness. Lucy&hebothhad their
health
,she
lovedhergolf,hehissailing. ButDavidhadagrowingsense
of uneaseoverhis
financial future
. Sure,he’dmadesome
shrewddecisionsover theyears: theyhad
money invested
,
his
businessproperty
inhis
SIPP
and income froma few
rental properties
. But hewassobusywithhisbusiness,
the
grandchildren
,holidays - life! Thefinancialworldkept
changing,newsand informationconstantbut confusing. He
realisedhewas lessconfident inhisownanswers... Couldhe
afford to
retire?
Couldheextract hismoney from thebusiness
&still pass it on toHarry? Perhapsgiveashare toAnnie?
He thought Lucyhadaprettygood
workpension
but had to
admit hewasnot sure. Andwhat todowith themoney
gifted
fromMum? Couldhespend it orperhapsgive it toAnnie
&Harry? If hedid,wouldhe
runout?
Wouldhebeable to
still afford
the fees
ifMumneeded
care?
Andwhat about
InheritanceTax?
Clearly,David thought, I am just at a time in
my lifewhenonestarts to
worry
! Heneededsomeonewho
would lookat hiswhole life& reallyhelphimplan...
1...,65,66,67,68,69,70,71,72,73,74 76
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