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No unpleasant surprises on the road to a happy retirement

Retirement income was once all about pensions, but with regular changes to pension regulation and personal tax allowances, this is no longer the case. Future retirement income is likely to come from a variety of sources.

Our approach considers and reviews…

Establishing a retirement cash flow need.
Quantifying State, employers and personal pension benefits
Reviewing tax efficient investments and alternatives such as property
Business start-up, development and exit
The family business
Potential Inheritances
Long term health care