SJD Accountancy
Join Now
View Packages
Sorry, we're closed

0123456789

  • Services
    • Our Services
      • Accountancy Packages
        • Compare Services
        • Essential
        • Essential Pro
        • Premium
        • Elite
      • Sole Trader Packages
      • Company Formation
      • Switching Accountant
      • Tax & Audit Services
        • Self Assessment
        • Questionnaires
      • Insolvency Services
      • IR35 Contract Reviews
      • Special Offers
    • Partner Services
      • Umbrella
      • Business Insurance
      • Contractor Mortgages
      • Wealth Planning
      • Health Insurance
      • IPSE Membership
      • Rewards
  • Contractor Resources
    • Contractor Library
    • Top Guides
      • The Contractor’s Guide
      • Limited or Umbrella. The Ultimate Guide
      • Complete Guide to IR35
    • Contractor Tools
      • Limited Company Name Generator
      • Compare Your Day Rate
      • Gender Pay Gap Tool
    • Contractor Calculators
      • Take home pay
      • IR35 calculator
    • Becoming a Contractor
      • Permanent to Contracting
      • How to contract
      • Contractor earnings
      • Contracting in the UK
      • Umbrella take home pay
      • Limited or umbrella
      • Contracting through an umbrella
      • FAQ’s for new contractors
    • Existing Contractor
      • Expenses
      • Taking money out your company
    • Financial Advice
      • Business banking
      • Contractor and business insurance
      • Contractor pensions
      • Contractor mortgages
      • Off-Shore
    • Understanding Legislation
      • IR35
      • Flat Rate VAT scheme
  • About
    • Company
      • About SJD
      • Contact us
      • Careers
      • Terms of Business
      • Terms & Conditions
      • Privacy Policy
    • News
  • Clients
    • Refer to SJD
    • SJD Online
Search Search
SJD Accountancy

SJD Accountancy > Services > Retirement Strategies

Retirement Strategies

Do you have a plan for your retirement strategy? Find out about some of your options.

Request Callback

SJD Accountancy > Services > Retirement Strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning. Here are some important questions you need to ask yourself:

Exit strategies If you are 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 will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? 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.

Request a Call Back

We want you to know exactly how our service works and why we need your details. Please read our Privacy Policy before you continue.

Other Services we offer at SJD

Wealth Planning

We’ve partnered with financial planning specialists Contractor Wealth to help cover all your financial needs.

Save Your Limited Company

There’s no need to part ways with your limited company, press the pause button with our company dormancy service.

SJD Helping your business 8

Contracting via Umbrella Company: Make the Switch

Protection Insurance

IR35 Review

SJD Helping your business 4

Accountancy Services for Contractors and Freelancers

More and more people are choosing to operate through their own limited companies, partly due to changes in corporate working practices but also because of the freedom, control and enjoyment…

Two women seated together show how Face to Face Meetings help to make our brand unique

Book your Free Face-to-Face Meeting

We know that meeting our team face-to-face provides our clients with the reassurance they need to entrust us with their accounting needs What should you expect from a face-to-face meeting…

Switching Accountant

Fed up of your current accountant? Been stung by hidden fees? Want to appoint a specialist? Discover how SJD Accountancy can help you switch today.

Back to top

Contact Us

  • 0123456789

Useful Links

  • Terms & Conditions
  • Recruiters
  • Privacy
  • Modern Slavery

New Business Hours

Monday - Thursday8:00 AM — 8:00 PM
Friday8:00 AM — 7:00 PM
Saturday10:00 AM — 4:00 PM
SundayClosed

Copyright SJD Accountancy 2021. All rights reserved. SJD Accountancy Ltd is a company registered in England & Wales. Company Registration Number 06277058.