Retirement strategies

Individuals

We can help you understand and navigate your way through the tax complexities of retiring

We all think about a happy retirement but are we doing enough to make it happen?

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.

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

Have you made adequate pension provision? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?

We are not financial advisers and so cannot give investment advice. We can, however, advise on:

Experts you can trust

We advise businesses and private individuals on a full range of services. Where we do not have the necessary experience or expertise, we will know someone who has. We have established a strong network of other professional advisers to whom to entrust our clients.