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Retirement Strategies - Egan Roberts Accountants Ribchester Lancashire
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Retirement Strategies

Planning for the future...

Keith Roberts Chartered Accountant LancashireMaintaining your standard of living in retirement requires considerable forward planning. Here are some important questions?

Have you got a business exit strategy?

  • Will you withdraw from the business, leaving it for the next generation
  • Do you have a workable succession plan?
  • Will you hope to sell the business?
  • How will you value the business & find a suitable buyer?
  • Are you aware of all the tax implications of the timing of disposals?

 

Have you made adequate pension provision?

  • Do you have the right type of pension?
  • Are you aware of all the pension possibilities open to business owners and directors?
  • Are you making full use of all your allowances?

 

Are your savings and investments working for you?

  • Do you have the right balance between savings and investments
  • Have you got the right equilibrium between high and low risk exposures?

 

Do you have adequate life assurance?

  • Have you made provision for long-term care
  • Do you have medical insurance for you and your spouse in your later years.

 

We can help you answer all these questions and recommend solutions tailored to your particular needs.