Retirement Strategy & Pension Advice in London
Planning for your eventual retirement can easily be overlooked, especially if you are concerned with the day to day running of a business. Yet with careful and timely planning you will be able to make the most of the options available.
We can assist with the following:
- Devising an exit strategy
- Tax-efficient disposals
- Management buy-outs
- Pension provision
While it’s often portrayed as an exciting new freedom from decades of work, the reality for millions of retired people is somewhat different. Without proper provision, retirement can be a stressful existence. It’s never too early to plan ahead, though, so let us do the hard work for you, and when the day does come you can walk away with a solid foundation to enjoy your retirement.
If you are a business owner, you should plan for what will happen when you leave the company. Talk to us to help you plan an exit strategy. Do you still see a role in your business after you have left? How will the day-to-day running of your business be affected? We can value your business should you be planning to sell it, as well as talk about company succession and management buyouts, plus the power of attorney.
Pension law has changed recently and business owners can make much more of their pension arrangements. But while you are obliged to offer a scheme for your employers, how much time have you put into your own pension planning?
Are you well-placed to get the maximum from the Entrepreneurs’ Relief scheme? If not, let us guide you so that you can take full advantage, as well as hear more about support for small businesses through Venture Capital Trusts (VCTs) and the Enterprise Investment Scheme (EIS).
Let us outline the benefits of a business pension scheme, how you can use your share of the business to fund your retirement and other alternatives for retirement financing.
We’re here to offer impartial advice on Executive Pension Plans (EPPs) and Self-Invested Personal Pensions (SIPPs), plus ISAs, property dispersal, and how you can reduce the Capital Gains Tax on the sale of your company.
Find out more about our fees