Retirement planning

Peace of mind now and in the future

Are you confident you have made adequate preparations for your retirement? With increasing life expectancy, it is not uncommon for people to live for thirty years after they retire.

Ensuring adequate income for life requires careful retirement planning across a wide area:

  1. Supplementing your pension provision with other sources of retirement income (savings products, investments, and property) can have serious tax and financial implications. Such decisions are complex and require timely and expert advice.
  2. Business exit strategies should be considered well in advance to be sure you optimize your tax position while you still have flexible options.
  3. Life assurance provision, long-term care, and medical insurance may need to be considered if you are concerned about maintaining a good quality of life throughout your retirement.

The three keys to successful retirement planning are:

  • Plan well ahead
  • Maintain balance & flexibility
  • Seek professional advice

Contact Alan Mitchell on 01383 628800 or email for expert retirement planning advice which includes a free initial consultation.

Who to talk to

Alan Mitchell

Managing Partner

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