Category Archives: Exit Planning

When can I retire?

We are often asked “when can I retire?” when we meet with new clients, and there is a common misconception that the answer is when their State pension starts. Well it has far less to do with that than you … Continue reading

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How to start your Succession Planning

In our last blog we looked at when to start your succession planning and the overwhelming conclusion (that I made) was that now was a pretty good time. There will be challenges, but the sooner you face them the sooner … Continue reading

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When is the best time to start succession planning?

I am often asked this question and typically my answer is ‘a long time ago’! More often than not the issue of succession planning is ignored and then only dealt with at a pain point such as the sudden death … Continue reading

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Financial Independence

What is Financial Independence? If we had a pound for every time we heard the phrase, ‘My business is my pension’, we would be happily retired ourselves by now. It is still a commonly held belief that a business will … Continue reading

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Top 5 Regrets of the Dying

We are firm believers that people should die with memories rather than regrets, but all too often we speak to people who have regrets about the length of time it took to realise that life is short, that their health … Continue reading

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