I’m planning to retire within the next few years

As the big day comes closer, you need a steady hand to help. Enter our experts.

Ready to talk?

When you need practical guidance for life’s next chapter, look no further than the skilled Green Fort team.

Entering retirement confidently, on your terms

The years leading up to retirement are crucial for ensuring you can step away from work with complete confidence. If you’re juggling significant responsibilities in a senior role, there’s no need to simultaneously try to make sense of pension options, tax implications, and investment strategies on your own.

Our experienced team understands the complexities of pre-retirement planning. With us in your corner, you’ll be guided through every decision, from optimising your final working years to structuring your assets for a smooth, seamless transition into retirement.

However close you are to your retirement date, clear planning today gives you peace of mind tomorrow. Let us show you how to secure income, protect capital, and enjoy the life you’ve built – with no detail overlooked.

Understanding your pension options and making informed choices

The Pension Freedoms introduced in 2015 permit greater flexibility than ever before, but with that can come confusion. Choose us, and we’ll explain your options clearly, whether that’s taking a lump sum, purchasing an annuity, or entering drawdown. Our guidance ensures you make decisions that boost your retirement income while minimising unnecessary tax charges.

Optimising your final years of earning potential

Your peak earning years shouldn’t be wasted. With your permission, we’ll help you make the most of salary sacrifice schemes, additional pension contributions, and any other tax-efficient strategies available to you. This focused approach at the end of your career can significantly boost your retirement fund.

Creating a sustainable income strategy for life

Retirement income planning isn’t just about having enough money, but rather ensuring it lasts. Together, we’ll model different scenarios and create a withdrawal strategy that provides the income you need. At the same time, we’ll ensure your capital is protected for the long term, giving you reassurance throughout your retirement years.

Minimising Inheritance Tax while enjoying your wealth

When you’ve worked hard to build your estate, you want to pass as much of it as possible to those closest to you. Our experts will explore legitimate strategies to reduce your Inheritance Tax liability while ensuring you can still derive pleasure from your wealth during your lifetime.

The value of units can fall as well as rise, and you may not get back all of your original investment.

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates, and tax legislation.

Tax planning, including inheritance tax planning, and estate planning are not regulated by the Financial Conduct Authority.

Time to talk?

Simply fill in this short form, and a member of the team will be in touch to discuss whatever you need help with.

    Legal

    Green Fort Private Wealth Ltd is an Appointed Representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

    Green Fort Private Wealth Ltd is registered in England and Wales, Number 11717620. Registered office – Suite 5, 10 Churchill Square, Kings Hill, West Malling, ME19 4YU.

    This website is aimed at UK customers only.

    Approved by In Partnership FRN 192638 November 2025.

    Policies
    Cookies policy Privacy policy Terms of use If you have a complaint
    Address

    Royalty House,
    72-74 Dean Street,
    London,
    W1D 3SG

    Green Fort Private Wealth
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.