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.
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Understanding your early-access pension options.
I have seen a pickup over the last few months in the number of appointments we are securing to provide business valuations and individual shares therein. Many of these are in the context of divorce proceedings, where we are instructed by lawyers. We are very fortunate...
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