Expert retirement planning
“The question isn’t at what age I want to retire, it’s at what income.” George Foreman
Retirement is a significant milestone in life. Forward financial planning will help you make the most of your position and ensure your future income will enable you to enjoy the lifestyle you want.
In reviewing your finances, we consider your desired standard of living after retirement and if you have enough assets, investments and pension provision to enable you to reach a level you are comfortable with. We work with your solicitors to advise on the most tax efficient retirement strategy, with a particular focus on minimising inheritance tax. This may involve the setting up of a trust or issuing shares for the succession of your owner managed business.
We place your interests at the heart of the work we do. Should you wish to sell your business, we ensure that your company valuation reflects the level of commitment and dedication that develops a start-up venture into a successful company. We can also help you to find a buyer for your business and plan your exit strategy.
Why choose us?
As chartered accountants established for over 35 years, we have significant experience in retirement strategies and inheritance tax planning. We have long standing relationships with numerous owner managed businesses which allow us to understand their priorities and how they wish their business to continue after they have retired.
We treat each client as individuals and tailor retirement plans to your specific needs. We hold a series of face to face meetings to understand your current circumstances and your retirement aspirations. We then advise on the most tax efficient arrangement and the structure you need to put in place to achieve this.
You can also read more about us and the way we work.
Join us for a free consulation
We're happy to give financial advice on any business or personal matter. Feel free to talk to us over a cup of coffee, by video call, or over the phone.