Retirement strategies

If you hope to maintain the same standard of living in retirement it is important to consider the following:

Exit strategies

Will you leave your business for the next generation, or will you sell the business? Did you know there are tax implications of the timing of disposals?

Pension provision

Do you have an adequate and right type of pension? Did you know there are pension possibilities for business owners and directors? Are you aware of all your allowances?

Savings and investments

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

Life assurance and long-term care

Do you have the right life assurance for you and your spouse? Have you made provision for long-term care and medical insurance for you and your spouse?

We can help you identify solutions tailored to your particular needs.