Planning to exit the business and planning for retirement will go hand-in-hand for many business owners. In both instances, the most important thing to know is what you want to achieve. And, as with retirement planning, exit and succession strategies should start early if they are to be successful.
When selling or exiting your business, you need to consider whether you want to cash in your stake completely or whether you want to retain a (smaller) share.
In retirement, how much annual income will you need in order to be comfortable and what types of investment will help you realise it?
How we work
Our advisers will recommend a combination of investment, protection, ISA and pension planning. This will ensure a diverse portfolio that has the best possible chance of realising your retirement income objectives.
We can also advise on and help implement a strategy that offers the most tax-efficient and effective method for you to sell or exit your business, as well as guiding you strategically to ensure a smooth process.