Retirement Strategies.

Everyone hopes to maintain the same standard of living in retirement as they currently enjoy while working, if not better. Like many things, considerable forward planning is required in order to achieve this.

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Questions to ask yourself

Exit strategies

If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell it? 

If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? 

Are you aware of all the tax implications of the timing of disposals?

Pension provision

Have you made adequate pension provision, 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 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 provision for long-term care and medical insurance for you and your spouse in your later years?

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Help that suites your situation

We can help you answer all of these questions and recommend solutions tailored to your particular needs so you can enjoy the retirement you deserve after years of hard work. Let’s have a chat about it.

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