Planning for your best future

Do you feel you’ve got the best plan in place for your retirment? Or maybe retirement planning isn’t something you’ve got round to yet.

It is never too early to start planning your retirement. Your business exit strategy, pension provision, savings and investments, life assurance and long-term care provision all play a part and have complex, interrelated tax implications. We will help you put the most beneficial plan in place so that your retirement and run-up to retirement is as stress-free and enjoyable as possible. 

How we work

One of our experienced retirement planners will work through a strategic financial review with you and be assigned to look after you through the process of devising your retirement strategy. If any queries or concerns occur to you along the way, your adviser will be at the end of the phone to discuss these with you. Our aim is for your retirement and the planning of it to be as easy as possible, with us taking care of all investigation into your options, according to the current rules and regulations. 

One of the first things we will consider are your business exit options.  Will you withdraw from the business, leaving it for the next generation, or do you plan 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 and find a suitable buyer? We will take all these situations into consideration and help you to find the best option for you, maximising any tax implications, especially with regard to timing of disposals.  

Some of the ways we can help you plan for the retirement you want include:  

• Succession planning for identifying new personnel for your business 
• Reliable, business valuation  
• Personal financial planning 
• Inheritance tax planning  

What clients think

“The team at Foxley Kingham have a wealth of knowledge that benefits us and more importantly, they explain things in language that we can understand! “

– Boyd Rhodes-Neal Director AppCan Ltd