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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 you need to consider 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 or 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 with this and recommend solutions tailored to your particular needs.  Please note that we cannot provide financial advice on which investments may be suitable for you, but we can consider the tax implications of different investments.  We do not sell pension policies or life insurance but can recommend regulated independent financial advisers, if required.  Please note that we do not receive any commission on referrals.

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The Old School
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St Ives
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