Retirement strategies
Looking to the future
It might feel as if retirement is many years away but maintaining the standard of life you’re used to requires planning and foresight. We’ll help you work through the decisions you need to make now, guiding you to solutions that will work for you.
For example, if you run a business, what’s your exit strategy? Will you withdraw from the firm, handing it over to the next generation, or sell it and be done? We can support you in putting together a succession plan, valuing the business and thinking through the tax implications of when you decide to dispose of any assets.
Is your pension fund adequate for your needs? We’ll use our knowledge of you, your business and your life goals to identify exactly the right pension for you.
Have you got the right balance of savings and investments, and between high and low-risk exposures? We’ll work with you to run the calculations, and provide the information you need to make informed decisions.
If the worst happens, will your life assurance support your partner in your absence, and vice versa? If either of you needs long-term care or medical intervention in later years, do you have the necessary cover?
Get in touch with Tracy Attard, our managing director, to start answering these questions and getting a long-term peace of mind plan in place.
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