We support and guide our clients through all of their tax needs, taking the stress out of tax compliance and the uncertainty out of tax planning. Contact us today to book one of our FREE INITIAL MEETINGS to put your personal tax affairs in order.

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 and find a suitable buyer? 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? Is your portfolio split adequately between 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 family in your later years?


We can help you answer all these questions and recommend solutions tailored to your particular needs.

 

 

This email address is being protected from spambots. You need JavaScript enabled to view it. This e-mail address is being protected from spambots. You need JavaScript enabled to view it today for a retirement planning review.

 

Latest News

Information Commissioner’s Office announces new lawful basis interactive guidance tool
23/04/2018 - More...
The Information Commissioner's Office (ICO) has announced that it has produced a lawful basis interactive guidance tool to assist businesses in determining, which lawful basis is

Tax Diary May/June 2018
18/04/2018 - More...
1 May 2018 - Due date for corporation tax due for the year ended 30 July 2017. 19 May 2018 - PAYE and NIC deductions due for month ended 5 May 2018. (If you pay your tax


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