Retirement and Exit Planning
Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.
If you are 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 will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?
We can help you and recommend solutions tailored to your particular needs.
Meet the experts
Most people recognise that their retirement plans do not look as healthy as they did a decade ago. Stock market collapses have destroyed most people's compounding calculations while low interest rates are reflected in low annuity rates which continue to be adjusted...
A trust (settlement) arises when a person (the settlor) transfers assets to trustees, who hold the assets for the benefit of one or more persons (the beneficiaries), who will receive income and/or capital from the trust. The income tax position Income received by the...
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