Business exit strategy planning
Business exit strategies can take many forms from mergers and acquisitions, selling stakes to other business owners or investors, family succession plans to public offerings. Getting this right is imperative to your own continued financial independence and that of your loved ones.
We work alongside your other personal professional representatives (lawyers and accountants) to work towards the best outcomes for your unique circumstances now and into the future.
Pensions
PENSION TYPES
- Children’s pensions
- Defined benefit (or final salary) pensions
- Workplace pensions
- Personal pensions
- Self-Invested Personal Pensions (SIPPs)
- The state pension
PENSIONS TECHNICAL
- Annual allowance limits
- Busting myths about pensions
- Increases to pension age and new normal minimum pension age
- Pension freedoms
- Pension withdrawal methods
RETIREMENT PLANNING
- Delaying retirement
- Generating income from investments throughout your retirement years
- Importance of a retirement wealth check
- Retirement goal setting
- Retirement planning
- Reviewing your retirement plan
- Staggered retirement
- Taking control of your retirement plans
- What can I do with my pension?
- What happens to my pension on death?
PENSIONS OTHER
Investments
Growing your wealth
GOAL BASED INVESTING
- Cash flow modelling
- Creating a financial roadmap
- Investment objectives
- Timescales and market activity and the impact of losses
- ‘What if’ scenarios
LEGACY PLANNING
- Discussing legacy planning with your loved ones
- Inheritance Tax (IHT)
- Inheritance Tax Residence Nil Rate Band (RNRB)
- Lasting power of attorney
- Lifetime transfers
- Making a Will
- Preserving wealth for future generations
- Protecting your assets for the next generation
- Slicing up your wealth pie
TRUST PLANNING
Other
BUSINESSES AND CHARITIES
- Business exit strategy planning
- Corporate investment strategies
- Investment Management Committee services
MISCELLANY