Retirement Strategies

When you think about life after retiring, what do you see? Have you considered how you are going to afford to maintain your desired lifestyle for the rest of your life once you have retired?

Exit strategies

For most business owners, the sale of the business represents a significant part of their retirement funds. It is therefore important that the exit strategy is planned well in advance of proposed retirement dates as it takes time to prepare the business for sale and to maximise the exit price.

We are experienced in succession and exit planning, including selecting the right exit route for you. We encourage early planning to give enough time for the right structure to be in place so taxation on exit is minimised.

Please see Selling your company for further information on how we assist clients in selling their business.

Pension provision

Pensions are another way in which wealth can be created for retirement. We will review your pensions to ensure that you are maximising your allowances.

Please get in touch if you are thinking of retiring, as the sooner planning can begin, the more likely you are going to be able to afford to maintain your desired lifestyle during your retirement.

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Jerroms is a trading style of both Jerroms Business Solutions Limited (Co ref no as already shown) and Jerroms (Bromsgrove) Limited (company ref no as already shown). Registered office for each of these companies is: The Exchange, Haslucks Green Road, Shirley, Solihull, West Midlands, B90 2EL.

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