Geordie Bulmer
The accumulator
Geordie Bulmer was recently interviewed by Citywire about investing to accumulate wealth as tax efficiently as possible The accumulator
The Proposition
Geordie describes the importance of a sustainable income to guarantee a secure retirement.
The Wrapper
Various investment strategies are mentioned, including the in-house expertise of Aisa Professional and the possibility to cooperate with external discretionary fund managers to help clients attain the best outcomes in retirement.
Retirement Planning Tips
The five key pointers to a successful retirement strategy are outlined.
The Favourite Client
How an inherited client’s investments were turned into tax free income.
Decumulation
The importance of not draining retirement funds is explained. Bear in mind, a 65 year old can expect up to 30 years of retirement. Accumulating funds is only half the story.
The views expressed in this article are not to be construed as personal advice. You should contact a qualified and ideally regulated adviser in order to obtain up to date personal advice with regard to your own personal circumstances. If you do not then you are acting under your own authority and deemed “execution only”. The author does not except any liability for people acting without personalised advice, who base a decision on views expressed in this generic article. Where this article is dated then it is based on legislation as of the date. Legislation changes but articles are rarely updated, although sometimes a new article is written; so, please check for later articles or changes in legislation on official government websites, as this article should not be relied on in isolation.
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