Hull: 01482 224763
Pocklington: 01759 305165
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Retirement Strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.


Here are some important questions you need to ask yourself:

Exit strategies
If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will 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, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?

Pension provision
Do you have an adequate pension in place? 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 is your portfolio split adequately between 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 family in your later years?

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

Hull Office

1 Parliament Street
East Yorkshire
Tel: 01482 224763
Fax: 01482 214874

Pocklington Office

3-4 Georges Place
George Street
YO42 2DF
Tel: 01759 305165
Fax: 01759 305985



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