Later Life Advice in Scotland

Later Life Advice?
Help When You Need it Most......
We help guide you through the complexities and plan for the future, whether it be saving tax, providing a lifetime income or how to manage your care costs or those of a relative. 
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Savings and Investment

As we get older, we need to keep a much closer eye on how our Savings and Investments are doing. It may be that you need to live on income from your Savings and Investments or that you are hoping to be able to gift some money to your younger relatives to help them along the way.

Your tax position changes too as you get older as you have a higher personal allowance and the way you receive income can change how the tax is calculated.

We will help you in making the right investment and savings choices helping you with questions such as:

  • How can I make my money work harder for me when interest rates are so poor?
  • What do I want to achieve? 
  • Where should I put my money?
  • What is the risk involved and is that right for me?

Needs constantly change as you go through life and priorities change too. From protecting the family inheritance in later life to needing tax efficient income to live. As part of your planning, find out more about Savings and Investments in later life.

Watt Financial Solutions
 Independent Financial Advisers
 Suite F, 30 Newmarket Street
 FK1 1JQ
Tel: 01324 888824
Meeting Office also at Charing Cross, Glasgow.

For Investment Planning we make recommendations based upon the Whole of Market.

The levels, bases and reliefs of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us. 

Watt Financial Solutions is an
appointed representative of TenetConnect Services Ltd,
which is authorised and regulated by the Financial Services Authority. 
TenetConnect Services Ltd is entered on the FSA register under reference 150643.