Redthorn House,

17 Wolverhampton Road,

Stafford, ST17 4BP

AGM Services logo
Retirement planning

Pension Provision - When thinking about financial planning for retirement, you need to think about whether you have made adequate pension provision, and if the pension you do have, is the right kind. There are many kinds of pensions open to business owners and company directors; it is vital to ensure that you have looked in to all of them extensively before selecting the one that is right for you.

 

At AGM Services in Staffordshire, we are highly experienced in providing our clients with expert financial advice on the subjects of trusts and executorships.

Exit Strategies - If you are in business, you need to consider how you will leave your company. You may withdraw from it, leaving it for the next generation, or you may sell it and benefit from the profits. If you plan to hand the business over, you will need an effective succession plan. If you intend to sell it, you need to think about how you will value the company and how you will find a suitable buyer.

 

At AGM Services we will guide you through the process of organising an exit strategy that is perfect for you and your business. We can also offer you professional tax advice when it comes to the tax implications that disposals bring with them.

Retirement planning

At AGM Services, we are highly experienced in providing our clients with expert financial advice on the subjects of retirement planning, trusts and executorships.

 

For many, retirement might seem like a long way off, but if you are hoping to enjoy the same standard of living you have become accustomed to after you have retired, you need to start thinking about planning for it sooner rather than later.

 

There are several factors to consider when thinking about financial plans for your retirement.

Trusts are an incredibly tax-efficient way in which to set aside assets for future beneficiaries outside of your inheritance tax net.

 

We can provide solid advice and guidance on which is the most suitable type of trust for your purposes, and how to set them up, as well as offering a full and comprehensive range of accounting services for trusts.

 

We also provide a complete and sensitive will preparation service and can act as trustees or executors, as and when appropriate.

Do you need help and guidance with your retirement planning? Call AGM Services in Staffordshire to discuss your concerns:

01785 211 601

design element