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Business Exit
Are you thinking of selling your business?
Plan your retirement today
How our financial advisory team can help you plan your retirement
It's important to acknowledge that each business owner's situation is unique, but we often encounter similar questions from our clients. Here are some common themes:
- Selling the Business: If you've been approached about selling your business, it's crucial to consider potential tax implications and transaction structuring elements.
- Retirement Planning: As retirement approaches, you may be wondering what you'll do next. It's important to have a clear plan in place to make the most of your post-retirement years.
- Pensions and Trusts: Funding pensions for yourself and your partner, as well as setting up trusts for your children, are important steps in securing your family's financial future. Properly structured pensions and trusts can provide long-term financial security.
- Affording Retirement: One of the most significant concerns is whether you can afford a comfortable retirement. Financial planning can help you determine if your retirement savings and investments are on track to meet your retirement income goals.
- Sustainable Investments: Many individuals want to align their investments with their values, including sustainability. You may be interested in including sustainable investments in your pension portfolio, and our experts can guide you on how to do so effectively.
At Davy, our financial experts have the knowledge and experience to assist you in addressing a wide range of financial questions and concerns. We can help you navigate the complexities of financial planning, collaborating closely with your accountant and tax adviser to ensure a holistic approach to your financial well-being.
We believe in the value of collaboration, and working with our clients' accountants and tax advisers is an integral part of our financial planning process. Together, we can help our clients identify available tax reliefs and optimize their financial management efficiency.
Our goal is to provide comprehensive financial planning services that consider all aspects of our clients' financial health. This includes not only investment strategies but also tax planning and overall financial management. By working in partnership with your existing financial professionals, we can create a well-rounded financial plan that aligns with your goals and maximizes tax efficiency.
Why not request a call today to learn more about how we can help you plan for your financial future?
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Warning: The value of your investment may go down as well as up
Warning: The above information is not recommendation or investment research. It does not purport to be financial advice and does not take into account the investment objectives, knowledge and expererience of any particular person. There is no guarantee that by putting a financial or investment plan in place, you will meet your objectives. The value of your investment may go down as well as up. You should speak to your advisor, in the context of your own personal circumstances, prior to making any financial or investment decisions. Please note that Davy does not provide tax advice. You should consult your own tax advisor about the rules that apply in your individual circumstances.