Retirement strategies

Do you want to maintain your standard of living in retirement? If the answer is “Yes!” then you have some important questions to ask and decisions to be made and both have to be done as soon as possible.

We can help you find the right questions to ask and then seek out the answers. We will recommend solutions tailored to your particular needs taking into account your own particular preferences.

Exit strategy questions:

  • 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 questions:

  • Have you made 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?

Savings and investments questions:

  • Do you have the right balance between savings and investments, and between high and low risk exposures?
  • Life assurance and long-term care questions:
  • 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?

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