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Retirement Planning Advice

Our first networking meeting of the year is back tomorrow at Chelmsford. There is still time to sign up and come along. Details below.

With financial planning becoming more important as many of us live longer you must look for ways to protect your business for the future and for those you leave behind. This month we have invited Peter Herd to show you ways of supercharging your financial affairs so you have adequate funds in retirement.

Peter runs his IFA business in a unique way as he works with both individuals and business owners to provide tax efficient solutions to both retirement and the repayment of business borrowing around commercial property. He also gives 10% of his earnings to charity.

With the UK government becoming more obsessed with taxing people it is even more important that individuals to take good-quality independent financial advice to make sure that their hard earned money is working for them and not government.

If you are like most property investors you will have come in to property hoping to make enough money to retire early, so it makes sense to find out how to keep what you have earned and worked hard for.

Main Points Covered On the Night

  • the importance of an exit plan
  • background to retirement planning
  • using your business to plan for retirement
  • pensions versus ISAs
  • inheritance tax protection
    If we can help you in any way with your property business, or if you have any comments about this web site, please feel free to get in touch.

If you like this post and would like your questions answered, then why not join us at our Chelmsford Networking Events. To register  or be notified click here.

Chelmsford Networking 26th January from 7pm at New Street Brasserie, Atlantic Hotel, CM1 1PP


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  • http://www.assistedliving-sanantonio.com/assisted-living-facilities-san-antonio-texas/ Alice Byrne

    Every person must prepare his/her retirement plan so they will have money to spend during the retirement stage. That applies regardless whether or not the person would choose to transfer to an assisted living facility or not. Maybe others can fulfill a hobby that they want or stay abroad.

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