Urban Skyline
Financial Analyst


Bookkeeping and Accounting

Bookkeeping and Accounting

Retirement Strategies

These days, with increasing life expectancy and advances in healthcare it is not uncommon for people to live for twenty to thirty years after they retire. This can be more than half the time they spent working!

Ensuring adequate income for life in these circumstances requires careful planning across a wide area:

  • More and more people are supplementing their pension provision with other sources of retirement income, such as savings products, investments, and even property acquisition. The tax and financial implications of such decisions are complex and require timely and expert advice.

  • Then there are the questions of when you should plan to retire and how you will leave your business - whether you will pass it on to others in the family or sell it and cash out. 

  • Finally there are matters of life assurance provision, long-term care, and medical insurance to consider if you are concerned to maintain a good quality of life throughout your retirement.


The three keys to successful retirement planning are:

  1. Plan well ahead - It is never too early to start retirement planning. 

  2. Maintain balance & flexibility - It is especially important to achieve an appropriate balance between high and low risk exposures, and to maintain flexible options with regard to instruments such as pensions, savings, investments, and insurance.

  3. Seek professional advice - This is a very complex and continuously changing area, and we strongly recommend you seek skilled, professional advice at every step.


Our professional team can help you draw up and implement a comprehensive retirement strategy - giving you peace of mind to enjoy life to the full, now and into the future.

Non- Domicilary Tax Planning

We advise clients who are living in or who have interests in the UK, as well as UK clients with overseas interests. We provide non-domicile tax planning services and can assist with establishing non UK domicile status with HM Revenue and Customs.

Individuals who are domiciled outside the UK enjoy a number of tax advantages. However, the legislation surrounding non-domiciled individuals and offshore trusts is complex and we are able to guide you through the maze.

We will look to provide you with the best possible solutions

Personal Tax Planning 

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities, everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet all the compliance requirements.

We are the tax specialists. We can provide you with year round tax advice on:

  • Income tax

  • Capital Gains tax

  • Inheritance tax

  • Trusts and estates

  • Non-domiciliary tax issues


Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gains, and every inheritance tax saving means more benefit for your beneficiaries.