Retirement Consultation

Planning for Retirement
Taking the worry out of retirement requires essential planning in the key areas of practice and personal financial advice. Practice Financial Management Limited's Retirement Consultation offers specialised knowledge and expertise to guide you.

Key areas of advice include:

Practice Financial Planning

• How to structure your practice ahead of retirement;
• Practice valuations;
• Sales advice to prepare for the succession of the practice;
• Tax advice.

Personal Financial Planning

• Understanding your retirement benefits with Practice Financial Management Limited's pension review service;
• NHS superannuation benefit check;
• Retirement income needs assessment;
• Targeting pension income shortfalls;
• Investment and tax planning before and after retirement;
• Will provision and Inheritance Tax Planning.

The Service
A retirement consultation considers all the key areas of financial advice summarised above. A comprehensive report is prepared covering all aspects of personal and practice retirement advice.

The value of investments and income from them can fall as well as rise.

The levels and basis of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The Financial Services Authority does not regulate estate agency, will writing and taxation and trust advice.