Retirement Planning

SUCCESSION PLANNING

Both in your business and personal life, Succession Planning is an imperative part of your advice and recommended strategies available through AAS.

Considerations need to be made regarding whether there will be enough assets to pay out your debts and allow your family to retain their current lifestyle. It is essential that our loved ones benefit in the way you intend, promptly and tax effectively.

AAS will work with you to ensure we understand what is important to you, your families lifestyle, needs and objectives and provide you with a Personal Succession Plan that is suited to you. We provide strategies and liaise with your tax professional and or solicitor to facilitate your requirements.

There may also come a day that you will leave your business, either by selling up, retiring or possibly leave due to ill-health. It is imperative that you plan for that day.

A Business Succession, or Exit Plan, outlines who will take over your business when you depart.

A good Business Succession plan enables a smooth transition with less likelihood of disruption to the organisations operations. By planning well in advance, you can maximise the value of your business and enable it to meet future needs.

AAS will ensure your succession plan is attainable and assist you with setting a realistic timetable and measurable milestones along the way for you to work towards.

Find out more about Retirement Planning

                   Will you
   BE ABLE TO
       retire at 55? TALK TO ONE OF OUR ADVISORS

Please contact me about Succession Planning.