Retirement is a time of change and the beginning of a new chapter. It is essential to start planning early to ensure that your retirement is as comfortable and financially secure as possible.

We can help you:
  • plan when the right time to retire for tax purposes
  • prepare to exit your business or pass on to a successor if you are a business owner
  • create and implement a financial plan for your retirement
  • maximise your pension contributions in advance of retirement
  • plan for your retirement if you are a partner in a professional firm
  • devise and structure a sustainable and tax-efficient income in retirement
  • manage your finances in the best way to meet your personal requirements.

Contact us

Rebecca Durrant
Rebecca Durrant
National Head of Private Clients, Manchester