Active Retirement Planning

The sooner we all start planning, the better.

Get active now for a stress-free retirement

Retirement planning might sound premature to many but here at Holborn Assets, we have plenty of experience in helping clients to safeguard their retirement, no matter how far away it might seem right now, without making it a burden on your current lifestyle. All you need to do to get started is to find out what we can do for you.

You may think that retirement is too far away to worry about, but the years go ever faster and if you start early you will be pleased that you did as it will not be running to catch up.

Many of us look forward to retirement as the chance to take a well-earned break from the stresses of working life, or to have the choice to work far less. But without a solid financial plan in place, expats, in particular, can find themselves struggling. Our advisers help you plan the bigger financial picture, bringing together your retirement plan (how you fund your retirement) with your legacy plan (what you leave your family).

It is sensible to cater for the possibility of expensive long-term care, as well as for a robust legacy strategy to look after your family when you have passed away.

We offer experienced and coordinated advice on UK state pensions, pension transfers, saving for retirement, investments generally, will writing, trusts, and funding options for long-term care.

Questions to ask yourself around your retirement

  • Have you saved enough?

    Check now and act. Many people start to worry as retirement age approaches in case they haven't saved enough money. Our advisers can review your portfolio to make sure you are on track and if you're not quite there yet we can recommend a range of options. No harm in having a look, especially with unbiased professional help.

  • Are your pensions scattered across the world?

    You will find it far easier if you get your pensions in one place. The life of an expat means that you'll probably have numerous pensions in different countries but, as you approach retirement, it’s a great idea to look at consolidating your pensions for a manageable, stress-free retirement.

  • Do you have a plan for later life?

    Get a plan suitable for long-term care plan that you can trust. Paying for care can be expensive and complicated but, with the right strategy, you may be able avoid using your pension or other assets to cover time in a care home.

  • Do you have a plan in case of unexpected death?

    Planning what will happen in the event of your death, even if it might seem morbid, is an extremely sensible thing to do. As an expat in the UAE, you need to write a Will at the very least. And for all of our clients, irrespective of location, writing a Will is the sure-fire way to save your family untold stress when you've gone. Our IFAs can advise you how to use your Will as the centrepiece of your financial legacy strategy.

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History and Heritage

Holborn Assets was established in 1998 and is widely considered to be the financial services company of choice in the expatriate market it serves. No other independent company can match our expertise or depth of proposition. We have therefore always felt at home headquartered in Dubai, the world’s fastest growing City State and one of the economic wonders of the world.

Holborn Assets has regulated operations in the UK, Europe, Asia and South Africa and a global administration hub employing 150 people in Sri Lanka. The corporate DNA that has underpinned our growth is simple: we are passionate about helping people put the right money, in the right place, at the right time.

We are a friendly, family company with British values of integrity and respect for all.

Don’t just take our word for it

Excellent- Mark Powsney

“I had been recommended to Holborn and I was fortunate to be connected with Mark Powsney when looking to organise my finances. From our first meeting to now he has been a pleasure to deal with. He listened to my circumstances and tailored the right offshore saving and pension to suit me. At the same time he has helped source insurances that I did not think would be possible. Mark strikes the right balance between professional advisor and friend and it has been refreshing to have that level of candor and integrity along with sound advice through this process.”

QROPS Transfer - Stuart Bichard

“Stuart has been an immense help throughout the QROPS transfer process. He really understands his clients and their apprehension of entering into what for many is a daunting process. His took the time to explain the pros/cons and the governance in which Holborn Assets operates i.e. being regulated by the UK's FCA. He's immensely approachable and I've thoroughly enjoyed working with him. If you're thinking of transferring into a QROPS scheme I'd have no hesitation in recommending Stuart.”

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