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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

Are we seeing the end of tax-free benefits?
21/06/2017 - More...
There have been changes to the tax rules for certain Benefits in Kind which are provided as part of salary sacrifice

Gifts to a charity or your spouse
21/06/2017 - More...
There is usually no Capital Gains Tax (CGT) to be paid on the gift of assets between married couples and civil partners.

How will your business be affected by Making Tax Digital?
21/06/2017 - More...
The introduction of Making Tax Digital (MTD) will fundamentally change the way companies, the self-employed and

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