Allan G. Hill & Partners: Providing expert advice to assist business growth

Retirement Strategies

We all hope to maintain the same standard of living in retirement as we enjoy while working. But to achieve that, you need to plan well in advance. Here are some important questions to ask yourself:

 

1)       Exit strategies

If you’re 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 do you hope to sell it? If you intend to hand the business over, do you have a workable succession plan? If you plan to sell, how will you value the business, find a suitable buyer, and so on? Are you aware of all the tax implications of the timing of disposals?

 

2)        Pension provision

Do you have an adequate pension? The right type of pension? Are you aware of all the options open to business owners and directors? Are you making full use of all your allowances?

 

3)       Savings and investments

Do you have the right balance between savings and investments? Is your portfolio split adequately between exposures?

 

4)        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 later years?

 

We can help you answer all these questions and recommend solutions tailored to your particular needs.

 

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