Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning. Here are some important questions you should ask yourself.

Exit strategies

While few people who are starting a business will naturally plan for its end, it is nevertheless essential to consider how you will exit your business when the time comes.

We can help you to put together a comprehensive exit plan, which will minimise your tax liabilities, maximise your financial gains and help to ensure a smooth transition of ownership.

From creating a succession plan, to setting a price, choosing the best time to sell and making the sale, our expert advisers can guide you through the process.

Pension provision

Have you made adequate pension provisions, and do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all of your allowances?

Savings and investments

Do you have the right balance between savings and investments, and between high and low risk exposures?

Life assurance and long-term care

Do you have adequate life assurance, and have you made provisions for long-term care and medical insurance for you and your spouse in your later years?

We can help you answer all these questions and recommend solutions tailored to your particular requirements – please contact us.

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