RETIREMENT PLANNING

Planning for your retirement is essential to ensure that you can maintain the lifestyle your business has provided you.  Your period in retirement can represent a third or more of your life. Many business owners feel that their business will be their retirement fund and in many instances luckily this may prove true. However, it is important to consider the extraction of wealth from your business in the broadest sense including setting aside funds during your working life in an appropriate form of tax advantaged pension arrangement.  

Although pension provision has to a great extent been simplified there are still many options available both in building up a retirement fund during your working life and also in applying a fund in retirement.  It is important to consider all options and again important to compare such options with your plans for your business.  

Kay Johnson Gee can help you find your way through all the different options and investment vehicles for your pension fund.

Our retirement planning service provides:

• An evaluation of how you might meet your retirement income needs
• Tailored advice on tax advantaged pension arrangements and other savings schemes
• Help understanding the options available to you

We will also work with you to identify at what point you can retire, and any issues surrounding that including succession planning for your business.