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 need 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 the business? 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

Do you have an adequate pension in place? 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 is your portfolio split adequately between 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 family in your later years?

We can help you answer all these questions and recommend solutions tailored to your particular needs.


Latest News

Tax avoidance scheme scuppered by HMRC
14/03/2018 - More...
A tax avoidance scheme used by businesses that sought to avoid paying tax and National Insurance on company directors’

New offshore tax penalties
14/03/2018 - More...
New legislation that comes into effect from 1 October 2018 will see higher penalties for anyone with undeclared offshore

ISAs transfer of benefits upon death
14/03/2018 - More...
New rules were introduced in April 2015 that allow for the spouse or civil partner of a deceased ISA saver to benefit

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