Retirement strategies

Do you want to maintain the same standard of living after you retire as you presently enjoy while actively working? If so, you need to plan much ahead to secure your future. Here are some important questions you need to ask yourself.

  • Do you have an Exit Strategy? If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from your business, leave it for the next generation or sell it? If you intend to hand over the business, do you have a workable succession plan? If you intend to sell, how will you value the business and find a suitable buyer? Are you aware of all the tax implications at the time of disposal?
  • Have you made an adequate Pension Provision? 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?
  • Do you have the right balance of Savings and Investments and between high and low risk exposures?
  • 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.

Call 0113 233 8600 today to see how we can help you.

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