Business Services

• Bookkeeping & accounting
• Business start-up
• Company secretarial
• Company and partnership formations
• Corporate finance
• Mergers, acquisitions & disposals
• Payroll bureau services
• Profit and cash flow forecasting
• Strategic planning

Tax and Audit

• Audit
• Advice on wills
• Corporate tax planning
• Personal tax planning
• Estate planning
• Retirement strategies
• Self assessment
• Trusts & executorships
• VAT planning and compliance

Specialist Services

• Agriculture
• Bloodstock
• Construction industry
• Charities
• Forensic accounting and litigation
• Hotels pubs and restaurants
• H. M. revenue & customs enquiries
• Legal practices
• Pension schemes

Retirement Strategies

There is life after work. It is said that life shouldn’t be measured by the number of breaths you take but by the number of times your breath is taken away. Live it to the full.

Everyone hopes to maintain the same standard of living in retirement that they presently enjoy while working, but to achieve this requires considerable forward planning. Get it right and the sky’s the limit.

Take a deep breath and consider the vital questions:

Exit strategies

Last things first. If you’re in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or do you hope to sell it? If you intend to hand the business over, do you have a workable succession plan? If you plan to sell, how will you value the business and find a suitable buyer? Are you aware of all the tax implications of the timing of disposals?

Pension provision

Have you made adequate pension provision, and do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?

Savings and investments

Do you have the right balance between savings and investments, and between high and low risk exposures?

Life assurance and long-term care

Do you have adequate life assurance, and have you made provision for long-term care and medical insurance for you and your spouse in your later years.

We can help you answer all these questions and recommend solutions tailored to your particular needs.

Our integrated retirement strategy services include:

• Arranging exit strategies
• Advising on tax allowances
• Business valuation
• Planning pension provision
• Advising on savings and investments
• Arranging life assurance and long term care

“I was looking towards retirement with some trepidation. Not because I was nervous about giving up work but because for the first time I faced real anxiety about not being in control of my financial destiny. Having worked through the process with Wellers, who asked me all the right questions, I now feel comfortable that I have ticked all the boxes that affect my future financial needs.”