Retirement Strategies & Exit Planning

Everyone wishes to maintain the same standard of living in retirement as they presently enjoy while working.

To achieve a desired outcome on retirement requires careful forward planning. There are many things to consider as you approach retirement.

It's good to start by reviewing your finances to ensure your future income will allow you to enjoy the lifestyle you want. There are many things to consider as you approach retirement. It's good to start by reviewing your finances to ensure your future income will allow you to enjoy the lifestyle you want.

There are many things to consider as you approach retirement. It's good to start by reviewing your finances to ensure your future income will allow you to enjoy the lifestyle you want. Sensible financial planning can secure your quality of life in years to come and give you peace of mind now. It’s never too early to start thinking about later life, and guaranteeing a good retirement income takes considerable work. We recognise that each client senario brings unique challenges and we can assist clients in making the right decisions for the business and to help target their own financial objectives. When it comes to divesting businesses, we help by evaluating various exit strategies, reviewing business valuations and considering tax. Whilst being mindful of the time frames being set for an exit plan to be engaged, in our view it is never to early to look ahead and plan for the future.

our experts can help with...

Devising An Exit Strategy

Tax-efficient Disposals

Management buy-outs

Pension Provision

Tracing Old Pensions

Claiming your State Pension

faqs

ask us anything...

As a business owner - creating optimal value and positioning the buiness for sale takes time and so we can talk you through the stages to consider from operational step changes to ensuring the business is always focused on achieving its optimum financial returns.

Sometimes a business will not end it's journey with a third party buyer deal. It is likely however that over the years your company will have accumulated value and so we can provide you with advice on how to extract this value in the most tax efficient manner.

We love to learn what our clients desired retirement looks like so that we can provide advice on how to achieve a balanced approach to planning. It is the case that the risk / reward views of clients are very different and so that is really interesting and fulfilling work for us to be involved in.

We would review the terms of your offer and work closely with your legal advisors to handle the due diligence process that will be required. Along the way we shall consider and advise on the deal structure to ensure that the optimal tax position is met and the process is as smooth as possible.

"Having a trustworthy and organised team to assist with my accounts has been nothing but a fantastic experience. The full team at A P Robinson are helpful and informative, keeping up to date with the latest legislations whilst informing me of any changes that may impact me."