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Retirement Planning

Maintaining your current standard of living into retirement requires a sophisticated and considered retirement plan. We examine and consider the following information derived to provide straightforward and impartial advice that is tailored to your circumstances.


  • Asset / business disposals – how are you valuing these assets and do you know the tax implications of these disposals?


  • Life assurance and medical cover – do you have the adequate amount of cover after retirement?


  • Pensions – do you have the adequate amount of pension provision and are you making full use of the tax regime?


  • Savings and investments – do you have the correct balance between savings and investments?


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