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The guide is designed to be read slowly. It’s not a checklist or a set of instructions — it’s a way of thinking about the decisions that matter most after 55.

There’s no right or wrong answer to any of it. The aim is clarity, not action.

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Wealth Transfer Specialist is a trading name of Harvest Associates Ltd, which is authorised and regulated by the Financial Conduct Authority.


FCA Firm Reference Number: 629749

© 2026 Wealth Transfer Specialist. All rights reserved.

Wealth Transfer Specialist is a trading name of Harvest Associates Ltd, which is authorised and regulated by the Financial Conduct Authority.


FCA Firm Reference Number: 629749

© 2026 Wealth Transfer Specialist. All rights reserved.