We understand that managing a successful business takes time, commitment, hard work and determination.
As a busy Entrepreneur or Senior Management Member, finding the time to manage your personal finances can be challenging. Have you had time to consider any of the following questions?
- Are your personal affairs set up in the most tax efficient way?
- When do you wish to retire?
- How will current pension legislation affect you?
- Are your previous pension arrangements working hard for you?
- How much income do you need when you retire?
- Have you protected your pension and death benefits for your loved ones?
We can also take time to answer the key question: how much do I need (to sell my business for) to be able to retire in comfort?
We understand that the responsibility of selling your business to retire and / or secure your family’s financial future, can be one of the most stressful experiences of your life. We will work with you in advance to give you the confidence that the proceeds will provide you with your desired financial security and then work with you afterwards to help deliver the lifestyle for which you have worked.
Whatever financial challenges you face, we can help you achieve clarity on your business and personal financial ambitions and help you achieve the lifestyle you require now and during retirement.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.