Retirement planning

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 to consider:

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

Have you made adequate pension provision, and 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 between high and low risk 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 spouse in your later years?

With careful and timely planning you will be able to make the most of the options available

Contact us today to discuss how we can help you plan effectively for your retirement.

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Registered Office: Alverton Pavilion, Trewithen Road, Penzance, Cornwall, TR18 4LS

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Walker Moyle, Alverton Pavilion, Trewithen Road, Penzance, Cornwall TR18 4LS
Walker Moyle : The Old Post Office, Tregenna Place, St. Ives, Cornwall TR26 1AA
Walker Moyle : 3 Chapel Street, Redruth, Cornwall TR15 2BY