Personal Clients

• Tax Compliance
• Tax Mitigation
• CGT Planning
• Estate Planning
• Trusts and Executorships
• Retirement Strategies
• Personal Financial Services

Retirement Strategies

Thanks to our increased longevity and prosperity, most of us can look forward to an extended period of retirement. This is not without its problems because for many pension provision has fallen short of expectations. Our colleagues at Chater Allan Financial Services (www.chaterallanfs.co.uk) can work with us to advise on how to optimise the pension provision, both while in work and when retirement approaches.

A proper retirement strategy will include consideration of:

• The adequacy of pension provision for income in retirement


• Succession planning or an exit route if a business is involved


• Proper provision for spouses and dependents where necessary


• IHT mitigation

We shall be happy to advise on all of these