If you’re currently 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 do you hope to sell it to an outside successor? If you intend to hand the business over, do you have a workable succession plan? If you’re selling, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?
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? Have you made provision 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 needs.
Our retirement strategy service includes…
- Review of current retirement provision
- Exit and succession planning
- Pension planning
- Wills and estate planning
- Advice on care and healthcare cover