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Retirement Planning Strategies

Ensuring adequate income for life requires careful planning across a wide area:

More and more people are supplementing their pension provision with other sources of retirement income, such as savings products, investments, and even property acquisition. The tax and financial implications of such decisions are complex and require timely and expert advice.

Then there are the questions of when you should plan to retire and how you will leave your business - whether you will pass it on to others in the family or sell it and cash out. It is wise to prepare your exit strategy well in advance and to be sure you optimise your tax position while you still have flexible options.

Finally, there are matters of life assurance provision, long-term care, and medical insurance to consider if you are concerned to maintain a good quality of life throughout your retirement.
This is a very complex and continuously changing area, and we strongly recommend you seek skilled, professional advice at every step.
Our professional team brings together the knowledge and expertise of our tax department and our independent financial advise sister company, EA Financial Solutions to draw up and implement a comprehensive retirement strategy - giving you peace of mind to enjoy life to the full now and into the future.

Independent financial advice 

Looking for independent financial advice you can trust?
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Our sister company, EA Financial Solutions, has a team of highly experienced advisors providing solid independent financial advice to many of our clients. See what they can do for you.
EA Financial Solutions Limited is an Independent Financial Advisor registered, authorised and regulated by the Financial Services Authority.