RETIREMENT STRATEGIES

“You can be young without money but you can’t be old without it.”

- Tennessee Williams

 

 

So one day you plan to stop doing what you do now and retire.

 

How? When? What income will you need?

 

Like everything you do, the sooner you start planning, setting goals and timelines, the more likely it is that you will succeed.

 

“I don’t feel old. I don’t feel anything until noon. Then it’s time for my nap.”

- Bob Hope

 

Lucentum is well placed to help you develop your plan, which includes:

 

• Exploring your exit strategy from your business

• What you can start doing now to maximise the value in your business

• Determining how much you need in the pot to fund your lifestyle

• Identifying what small steps you can start taking to achieve the pot you need

• Exploring family considerations, particularly if you have family that are actively involved in your business

• Ensuring your business structure won’t leave any nasty tax surprises down the line

 

We are here as a sounding board to help you formulate a plan, and then we will be there to regularly review your plan and keep you on track every step of the way.

 

Of course, we can also introduce you to our team of trusty experts who may prove useful to you, such as pension specialists, investment specialists and tax specialists.

 

“The really frightening thing about middle age is that you know you’ll grow out of it.”

- Doris Day

 

So why not start planning a happy and healthy retirement strategy that you can enjoy, today?

 

Call us now to kick-start the process.

 

 

“When a man retires and time is no longer a matter of urgent importance, his colleagues generally present him with a watch.”

- R.C. Sherriff

VIEW SOME OF OUR SERVICE PACKAGES

Lucentum Ltd
Chartered Accountants
& Business Advisors

 

Kingfisher House

No. 11 Hoffmanns Way

Chelmsford

Essex CM1 1GU

 

Opening Hours: Mon - Fri 9am - 5pm

BRIGHTER BUSINESS

BESPOKE
SOLUTIONS

FOR
INDIVIDUALS