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Why choose us?

Latest News

Budget date remains to be confirmed
17/09/2018 - More...
The Chancellor Philip Hammond, has...

Help-to-Save scheme launched
17/09/2018 - More...
The new Help to Save scheme for people...

CGT record keeping
17/09/2018 - More...
The annual Capital Gains Tax (CGT)...

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Retirement Strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.

Here are some important questions you need to ask yourself:

1) Exit strategies
If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?

2) Pension provision
Do you have an adequate pension in place? Do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?

3) Savings and investments
Do you have the right balance between savings and investments, and is your portfolio split adequately between exposures?

4) Life assurance and long-term care
Do you have adequate life assurance, and have you made provision for long-term care and medical insurance for you and your family in your later years? We can help you answer all these questions and recommend solutions tailored to your particular needs.

Registrations

Company Registration No: 06706416
VAT Registration No: 395 9462 91

Our Address

P & A Accountancy Services (1984) Limited
32 Thorpe Wood
Thorpe Wood Business Park
Peterborough
PE3 6SR

Contact Us

tel: 01733 373100
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