Retirement strategies


Everyone hopes to continue the same living standards in retirement as they do in their working life.

Exit strategies

If your in business then at some point you will need a way out, this it where an exit strategy is needed and needs to be planned for well in advance.

Pension provision

This starts when you first start working and will continue right the way through your working life. New rules are constantly being introduced and its vital you obtain the best advice.

Savings and investments

Are you making your money work for you? Are you using all your tax free allowances? Are your saving tax efficiently?

Life assurance and long-term care

Do you have sufficient life insurance to care for the ones you love? Do you have sufficient resources for long term care?

We can help you answer all these questions and recommend solutions tailored to your particular needs by putting you in touch with an Independent financial advisor.

For more information- contact us for an initial free meeting today.

Exeter Accountant MJ Smith

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