Retirement Strategies

The sooner you start planning for your retirement, the better lifestyle you will enjoy. Making the best of the transition is much easier when you get professional help with answering the questions below – we can tailor solutions to your specific situation and maximise your lifestyle once you give up work.

Exit strategies
Business owners need a well considered exit strategy. Are you going to pass the business on to the next generation, in which case do you have a properly prepared succession plan? Or are you going to sell it, in which case how are you going to value the assets and find the best buyer? What will be the best time to pass it on, or sell it, to minimise tax liabilities?

Pension provision
Your pension will probably play the primary role in financing your retirement. Have you made adequate pension provision to give you the lifestyle you would like? 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 the allowances available to you?

Savings and investments
It makes sense to have your eggs in several different baskets. But do you have the right balance between savings and investments? Is your portfolio giving you the kind of returns you would like? Are you exposed to risks that are too high for comfort?

Life assurance and long-term care
None of us know what life has in store, but we can all plan for the unexpected. Do you have adequate life assurance to provide for your family? Have you made sufficient provision for long-term care and medical insurance for you and your spouse?

Coming up with the best possible solutions is much easier if you plan well ahead and take our expert advice.

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