Pre-Retirement Consultation Service

Preparation for retirement is essential to coordinate all aspects of business and personal financial planning to achieve a smooth transition into retirement.

The Service

The Pre-retirement Consultation Service provides dentists with strategic financial advice including:

• Practice Succession - preparation for sale.
• Business Planning - when and how to prepare your business.
• Tax Planning - mitigation, reliefs and allowances, objectives, needs and priority setting.
• Wealth Management - risk assessment, asset allocation and portfolio planning.
• Pension Income - assessment of NHS and private pensions to determine adequacy of provision.
• Investment Strategy - to review objectives to establish a balanced and tax efficient portfolio.
• Estate Planning - Will provision, trusts and mitigation of inheritance tax.

Fee Based Service

A fixed fee will be quoted prior to the consultation. This includes:

• Preparation and Analysis
• Consultation Meeting
• Strategic Financial Planning Report

Retirement Consultation

To optimise your pre-retirement planning contact PFM to discuss the Pre-Retirement Consultation Service.

Practice Financial Management Limited is authorised and regulated by the Financial Services Authority. For more details please refer to About PFM / Regulations.