Retirement Strategies

Our professional team can help you draw up and implement a comprehensive retirement strategy most appropriate to your business whether it is a start-up or larger enterprise - giving you peace of mind to enjoy life to the full, both now and in the future.

Ensuring adequate income for life requires careful planning across a wide area. We can help with the issues around supplementing your pension provision with other sources of retirement income, such as savings products, investments, and even property acquisition. It is essential to maintain balance and flexibility - to achieve an appropriate balance between high and low risk exposures, while maintaining flexible options with regard to instruments such as pensions, savings, investments, and insurance. Matters of life assurance provision, long-term care and medical insurance are all important factors to consider if you are concerned with maintaining a good quality of life throughout your retirement. The tax and financial implications of such decisions are complex and we can offer timely and expert advice.

Our retirement services for owner-managers include:

• Comprehensive planning for retirement
• Development and implementation of exit strategies
• Succession planning for the family business
• Planning for investments and life assurance

Contact a member of our experienced team if you require guidance on retirement strategies most relevant to your situation.

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