How much capital do I require to maintain my current standard of living upon retirement? And what if I become sick? These are just some of the questions that every business owner occasionally ponders. Our team of specialists will gladly draw up a detailed estate plan which maps all your assets and examines: your property portfolio, the current value of your shares and life insurance policies, whether you need to make additional savings for your retirement (and how this can be achieved in as tax-friendly a way as possible), and the size of your earnings and monthly outgoings.
We methodically expose any pain points and subsequently develop a long-term plan that will ensure your assets are optimally structured, both in terms of your own future and that of the next generation. Of course, the future is not always that predictable. We therefore factor in potential tipping points and the financial impact that these may have on your assets. Ultimately, our Wealth and Pension Planning service provides financial peace of mind and allows you to continue enjoying life, worry-free.