Retirement Planning & Trust Accounts

Retirement planning

We are partnered with a very experienced and well-established firm of national Chartered Financial Planners, MM Wealth, who are able to advise you specific investment and pension strategies

We work with you to assess your options and to plan with you in detail, your timetable and requirements.

We assist individuals and owners of businesses to:

• Clearly plan their targets, timetables and assess their expectations
• Develop exit plan strategies
• Assess their pension requirements
• Advise on tax -efficient disposals of businesses

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Trust Accounts

Several of our clients have set up Family Trusts. We keep the accounting records up to date, prepare the year end accounts and where appropriate act as Trustees.