Professional Partnerships

Fulfilling a role within a professional partnership is time-consuming, so creating the space to manage your personal finances can be challenging.

Have you had time to consider any of the following questions?

  • Are your personal affairs set up in the most tax efficient way?
  • When are you looking to retire?
  • Are your insurance needs being properly met?
  • How will current pension legislation affect your plans?
  • Are your previous pension arrangements working hard for you?
  • How much income do you need when you retire?
  • Have you protected your pension and death benefits for your loved ones?

If you haven’t considered any of the above, or even if you have and you’d like some help navigating your way through the ever-changing financial landscape, get in touch.