Retirement Strategies Services

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 you need to ask yourself:

Company Exit Strategies

If you are in business, the first thing you need to consider is your exist 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?  If you wish to know more about our business planning and exits service or would like to arrange a free initial meeting in order to discuss how we can help you in more detail please contact us.

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 exposure?

Life assurance and long-term care

Do you have adequate life assurance, and have you made provisions for long-term care and medical insurance for you and your spouse in later years.

Harrison Black Investment Services has been formed to provide you with information and support to reach your long-term financial goals.

For more information about HBIS, and to contact us, please go to our HBIS pages here.