Finances + Pensions
Financial security = freedom
Planning for retirement secures your future comfort and independence. Don't leave your golden years to chance: a solid financial plan provides peace of mind and ensures your well-being.
Put in place pensions + savings, inheritance + tax planning to ensure you can remain independent and enjoy the finer things in later life
Here’s an example Financial plan (best viewed on desktop), including embedded detailed pension docs from a Chartered Financial Advisor and a legacy plan from an Estates lawer
Maximise your options
Make financial plans for retirement allows you to:
maintain your lifestyle
cover healthcare + care costs
pursue your dreams without financial strain.
Look after descendants:
Plan to minimize tax liability
Use trusts and other structures to
pass money in line with your wishes
About our company
NextAct exists to help families plan for later life together. Using the right tools, later life planning will leave you in control and your loved ones clear on how they can help you make your later years golden.
Learn more