Retirement Planning

Retiring financially secure can ensure you're able to maintain the same standard of living in your later years. Achieving this requires considerable forward planning. It's never too early to start. Our retirement planning specialists can provide expert advice regarding:

  • Maximising the value of your business whilst minimising any tax liabilities 
  • Planning future investments including advice from independent financial advisers 
  • Future implications of drawing a pension or tax-free lump sum whilst continuing to work
  • Rearranging trusts or investments to meet your needs
  • Pension contributions and provisions
  • Inheritance planning

“As a small business we need access to professional accountancy advice and services with a personal touch. TWJ have been with us from day 1 and handle our affairs perfectly.”

Ian Hunt - Managing Consultant - OMBIC Ltd