Helping you retire comfortably
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:
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?
Have you made adequate pension provision, and 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 between high and low risk 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 spouse in your later years.
We can help you answer all these questions and recommend solutions tailored to your particular needs.
- Exit strategies
- Pension provision
- Savings and investments
- Life Assurance
- Long-term care provision
Ensuring all deadlines are met accurately and in plenty of time to avoid any prospect of being harshly penalised by the taxman.
Year-round advice to give you opportunites to save what you pay in tax and benefit from having more money in your pocket.
Tax-efficient plans to improve your wealth that are built around your situation, values and future plans.
Getting ahead of the game to submit your self-assessment tax return before midnight on 31 January.