Closely associated with Wealth Tracking this is about working out how to retire with sufficient funds to live comfortably for the rest of your days. Will you carefully prepare the business for sale at a high price or will you pass it on to family or management ensuring a continuous flow of post-retirement income from them? Can your pension fund hold shares in the business or rent assets to it? What should your will say and ought you to grant powers of attorney? All this we will plan and execute with you.
