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?