Retirement planning

In this episode we examine the tax and practical aspects to consider when thinking about your retirement.

Retirement planning is not just a matter of saving; it’s about strategising for financial freedom and ensuring your wealth outlasts you.

Leonora and Mike also discuss the importance of having a plan in place to ensure you are prepared and highlight the need to start early and diversify your investments.

They specifically delve into areas including:

  • Pensions,
  • Cash and other assets (more information on gifting cash and property is available),
  • Removing liquidity from a business,
  • Business property relief (BPR), and
  • Inheritance tax (IHT).

For any further queries on the areas raised, please contact Leonora Stevens.