Approaching retirement
People within a decade of drawing benefits who want the arrangements costed before the decision becomes irreversible.
Contact us
Tell us briefly what you are trying to work out. A first conversation is at our cost and carries no obligation.
London office
How to reach us
- No 1 Harley Street, London, W1G 9QD, United Kingdom
- ⟦enquiries@sterlingandlaw.com⟧ · ⟦enquiries@sterlingandlaw.com⟧
- 020 3740 5856
- Monday to Friday, ⟦08:30–17:30⟧
Who we advise
The people on our books
Already drawing
Clients in drawdown whose withdrawal rate was set years ago and never tested against what markets actually did.
Business owners
Extraction, pensions as a planning tool, and the years either side of a sale.
Families passing money down
Helping the next generation without impoverishing the one doing the helping.
Trustees and executors
A defensible basis for investment decisions, and estates where a liability has already crystallised.
Acting for someone else
Attorneys and deputies organising affairs for a relative who can no longer do it themselves.
Meeting us
Arranging a first conversation
First conversations happen by phone or video as often as in person, and there is no advantage to travelling unless you would rather. If you prefer to meet at the office, say so and we will arrange a time.
⟦Confirm office hours and whether meetings are by appointment only.⟧
Tell us what you are trying to work out
A first conversation at our cost, and an honest view on whether advice would change anything for you.