Pensions

Knowing when to retire and on how much is never an easy equation

Here are a few simple points to consider when thinking about retirement:

  • What life do you want to live? Have you got your bucket list written?
  • Can you make sure your business will trade for years to come?
  • Can you build value and benefit for yourself as well as independence for the business?
  • What are the tax consequences of this?
  • Will you have a clear exit route in the future? Should you ‘invest’ in your employees to establish succession or will a sale be inevitable?
  • Do you know your businesses value? 
  • What will it be worth in the future?
  • Can you rely on your business to continue after you’ve retired?

It pays to have a back-up plan

A back up plan (or Plan B) means you have greater control of when you retire and having the income you want to live your life. .

We have helped many clients with businesses develop sustainable retirement plans, that put them in control, and plan properly for their own retirement.

Chat to our team

From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.

Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!

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