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Ready to retire, but feel as though there's too much on your plate?
As you approach later life, you may find yourself juggling a demanding career, whilst caring for elderly relatives and helping younger generations to get established too.
It’s easy to feel sandwiched between your responsibilities, and with all this going on, there's no wonder why so many people neglect their own finances, and risk their own retirement plans.
I am here to help you get through all these challenges with expert guidance, free tools and resources, blogs, videos and a fortnightly newsletter to keep you on track for a comfortable retirement.
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Pre-register today for “Risking your Retirement”
Dave and Julie are a hard-working northern couple in their 50’s, who are on the brink of a major problem. After Julie’s mum passed away, her dad is struggling to cope at home, and their daughter is being crippled by soaring interest rates on her mortgage.
Their jobs are more demanding than ever before, and they simply can’t imagine how they are ever going to retire at this rate, as they have no time to concentrate on their own plans.
If they carry on neglecting their finances, they are risking the comfortable retirement they have always dreamed of. Thankfully, they meet a financial adviser who shows them how to navigate through the long-term care system, inheritance tax, mortgages, legal plans and everything else that later life can throw at them.
This book will show you everything you need to know and tell you all the things you need to do to secure your financial future, before it’s too late.
Thank you for pre-registering. I will be in touch soon!
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Coming Soon!
Register your interest today to be the first to hear!
Hi, I’m Zoe! I’m from Yorkshire, and I am the author of 'Risking your Retirement'. I'm an award-winning chartered financial adviser by trade, which led to a passion for helping people to retire.
Driven by my love for helping others, I have designed this website to be brimming with valuable free resources, and I have written a book to allow you to craft a retirement plan that also benefits your family along the way.
The uncertainty of retirement, the emotional toll of feeling responsible for loved ones, and the complexity of pensions and investments to manage can be overwhelming and cause you to either put off planning altogether.
I did a masters degree to explore how all these stresses can cause people to make the wrong choices, and ultimately risk their retirement plans as a result.
I am here to stop this happening to you! Please stay in touch, check out the blogs, videos and free resources, and pre-register for the book too for ultimate planning perfection!
Zoe x
A little about me
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Forthcoming Events
Events Coming up
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Later Life Planning ConundrumsBook ticket List Item 1
Programme Overview
We are excited to invite you to register* for the first series of new-style PFS XCHANGE events taking place in 2024.
These events will be bigger with more topics relevant to a greater range of roles in our profession.
Speakers and subject matter specialists include:
Robert Kirk, Zoe Taylor, Melissa Kidd, Hazel Bowen, Ian Dibb, Roderic Rennison, Charlie Reading and John Whitehead.
Hot topic – Care funding & the planning conundrums advisers should be aware of.
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Taxation of Furnished Holiday Lets (Webinar)Reserve a spot List Item 2
Unlike traditional buy to lets, furnished holidays lettings are a trading business, and as such can benefit from all kinds of weird and wonderful ‘special tax treatment’ that we will examine during these hour-long webinars.
There could be much to be gained from really understanding the ins and outs of the reliefs, exemptions, and allowances on offer, all explained here in simple, jargon-free terms.
Zoe's blog
All information given is for financial education only and does not constitute financial advice, which can only be given after a bespoke review of individual circumstances. The content on the website and any recordings, newsletters or future content is strictly for general consideration only. No action must be taken or refrained from based on the content alone. Professional advice must always be sought. Accordingly, neither Zoe Taylor nor any affiliated parties, officers, employees or contractors, can take responsibility for any loss occasioned as a result of any action or inaction. Privacy Policy
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