If you are in business, considering your exit strategy is a priority. Will you withdraw from the business, leaving it for the next generation, or do 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 or find a suitable buyer? And are you aware of all the tax implications of the timing of disposals?
Have you made adequate pension provision, and 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?
Savings and Investments
Do you have the right balance between savings and investments, and between high and low risk exposures?
Life Assurance and Long-Term Care
Do you have adequate life assurance, and have you made provision for long-term care and 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.
It would also be wise to consider how issues such as Estate planning and Trusts and executorships can play a part in your retirement strategy.
If you wish to know more about our trusts and executorships services in Leeds, Yorkshire or would like to arrange a free initial meeting to discuss in more detail how we can help you, please contact Peter Blinkhorn on 0113 204 4214 or email email@example.com or Richard Leonard on 0113 204 4215 or email firstname.lastname@example.org.