Retirement Strategies

With the UK life expectancy increasing, people can now look forward to a retirement that could last 20 years or more.

While we hope to maintain a good of living in retirement, achieving this requires considerable forward planning.

Here are some important considerations when thinking about retirement strategies:

Exit strategies
If you are in business, you need to consider is your exit strategy. Will you sell your business interest, or hand it over to the next generation?
In the case of a handover, is there a realistic, workable succession plan? If you plant 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
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?

For more information, or to arrange an initial meeting to discuss your requirements please call us on 020 7724 8824 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

Contact Us

88 Crawford Street
London
W1H 2EJ

Tel: 020 7724 8824

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