Professional Advice With a Personal Touch

Ensuring adequate income in later life requires careful planning across a broad area of financial and tax considerations. This is a complex and changing area and here at Thompson Jenner, we have a professional team who can provide timely and expert help and advice at every step.

Who will provide for you when you retire?

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, to achieve this, considerable planning is required. These days, with increasing life expectancy and advances in healthcare it is not uncommon for people to live for twenty to thirty years after they retire. In reality, the person you can rely upon most to provide for your retirement is you! After all, you have a vested interest.

It is therefore vital that you review and plan how you will fund your retirement as early as possible. The earlier you start planning for your retirement, the greater your chances of achieving your desired comfort levels are.

Some important considerations include:

Pension provisions

Pension provision is a complex area which requires careful planning and regular reviews. 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?

Remember that the State Old Age Pension is diminishing in real value and is being paid later in life.

Exit strategies

If you are in business, the first thing you need to consider is your exit 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 plan to sell, how will you value the business or find a suitable buyer? Are you aware of all the tax implications of the timing of disposals?

Savings and investments

Do you have the right balance between savings and investments and between high and low-risk exposures?

Our sister company, Thompson Jenner Financial Services can help you with residential and business mortgages, income protection, investments and savings, planning for retirement, pensions and estate planning.

Thompson Jenner has a dedicated team with the experience and specialist skills that are needed to help with all your retirement planning needs. Why not give us a call to find out how best you can benefit from our services.

We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.

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