Retirement Planning
After a lifetime of hard work, the last thing that the owner of an OMB wants to see is a drop in the standard of living in retirement. Any strategic plan should identify the exit route for the owner and ensure that so far as possible there is a smooth transition into the third age. We can advise on:
- Succession planning in the business including disposal if that is appropriate
- Tax efficient methods of extracting funds from the business
- Inheritance planning for lifetime and after
