RETIREMENT & EXIT STRATEGIES
Invest in your future…
At Carpenter Box we can help you maintain the same standard of living in retirement as you enjoy while working, but to achieve this requires considerable forward planning. The good news is that whatever stage you’re at, we’re here to help – whether it’s sorting out your pension or advising on the sale of your business. Some key areas to plan for include:
Exit strategies for business owners
Succession planning for your business – will you sell your business or leave it for the next generation? Do you have a workable plan that also mitigates exposure to tax?
Pension provision
Have you made adequate pension provision in the right type of pension? Are you aware of all the pension possibilities open to business owners and directors?
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? Have you made provision for long-term care and medical insurance for you and your spouse?
Carpenter Box and Carpenter Box Wealth Management LLP* will work together to help you answer these questions and recommend solutions that are tailored to your particular needs.
*In association with Carpenter Box Wealth Management LLP. Authorised by the Financial Services Authority.
For help with planning for your retirement or for a no obligation chat, please contact Stuart Noakes.