It's not that you don't like what you do now. And you're probably very good at it, too. But, you have goals and ambitions just as you always have done. Stopping what you do now isn't about retiring from something, it's about retiring to something. Planning your financial future and readying yourself for retirement can take many forms.
You could just reduce your hours in work and make a phased plan to the next stage. Or perhaps you'd like to calculate when you could do it in one go - without the part-time phase? You have probably accumulated assets - a house, savings, pensions and maybe a business. You could be wondering what they are really worth and what impact that could have when you could be transitioning.
You could just reduce your hours in work and make a phased plan to the next stage. Or perhaps you'd like to calculate when you could do it in one go - without the part-time phase? You have probably accumulated assets - a house, savings, pensions and maybe a business. You could be wondering what they are really worth and what impact that could have when you could be transitioning.
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John has enjoyed a successful career in the financial planning and services sector since 1987. He specialises in advising small and medium sized companies helping them protect and create wealth within their business. John also helps business owners design their exit strategies in line with their personal goals.
Read our free guide to learn how to work out what you've got, what you need and what to do about it. The days of coping with the kids' commitments, balancing the books, working till weary and managing the mortgage-millstone. In a sceptical world some people think that all Independent Financial Advisors (IFAs) are the same.
Retirement might not be for a while but you are looking to grow your assets and increase your wealth during your working lifetime. You want to have investments which could be accessible both before and during retirement. Most importantly you want to have the retirement lifestyle you deserve and know that you have the means to afford it.
You're retiring in a few years. You want to use the hard earned assets that you have to give you a regular income so that you can do all the things you what to do. You're aware of the new pension regulations and want to make sure you make the most tax-efficient use of your assets. Effecitive tax planning - including income tax, corporation tax, capital gains tax and inheritance tax.
At Clifton Nash, we do things in the opposite way to many financial planners. Rather than start with what our industry calls "the product" e.g. an ISA, pension, property, bond, trust, annuity - we start with you. We want to know about you, your plans and your goals for the future. Only when we truly understand you can we begin to tailor make a plan for you.
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Huw Johns
Dec 07, 2016
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