Retired

Planning your retirement should be a one-off event, one that you will have thought long and hard about.

We encourage the same amount of planning and thought to the sale of your practice. The earlier you plan the greater the potential to maximise its value and the smoother the sales process. Upon retirement your pension income will raise your tax bracket, and you will need to know what to do with it. We work closely with highly skilled IFAs that we regularly recommend, whilst planning to minimise your tax liabilities and maximise your income.

Now you are retiring you will, at some point require the following services:

  • Capital gains tax planning
  • Cessation accounts
  • Practice and goodwill valuation
  • Preparing your practice for sale
  • Rental accounts
  • Selling your practice
  • Succession planning
  • Tax planning
  • Tax return (including business and personal computations)
  • Will review and inheritance tax planning

To find out more or to enquire about a specific service
contact us using the contact form below:

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Our Address

Network House, Station Yard,
Thame, Oxon, OX9 3UH
Telephone: +44 (0)1844 260111
Fax: +44 (0)1844 214111

Accreditations

Authorised and regulated by the Financial Conduct Authority.