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Pre-retirement consultation

Finding out when you can retire can be a great confidence booster, particularly when it transpires to be earlier than you expected. PFM Dental’s comprehensive pre-retirement service leaves no stone unturned in helping you to analyse your business and personal finances and planning your retirement.

By reviewing your business accounts we can discuss appropriate succession planning tactics to help you determine when and how to sell your business for it’s optimum value.

We then progress to discuss your personal finances to assess the levels of potential income that can be generated from the likes of your practice sale proceeds, the NHS Pension scheme, personal pensions, ISAs, shares, cash and any other assets you hold that could potentially generate additional retirement income.

The service includes a review of your insurance portfolio and guidance on your will. Ultimately we will arrange a meeting to roll out a pre-retirement action plan to help you improve your wealth and maximise tax efficiency.

The value of investments can fall and you may get back less than you invested. Past performance is no indication or guarantee of future returns.