Retirement Planning

Accountancy Service: Retirement Planning

It’s never too soon to start your retirement planning, so let Stephenson Smart help you make the right choices.

Whether you are looking to sell the trade and assets of your business, or just the assets or even pass the business on to the next generation we can assist to formulate a suitable exit strategy.

Upon retirement and withdrawing from your business you may fall inside the scope of a wide variety of taxes, from capital gains tax to income tax, VAT, stamp duty reserve tax, Stamp duty land tax and maybe even inheritance tax. We can work with you to plan in advance and ensure that you take full advantage of all the potential reliefs that exist for you when planning your retirement.

We have helped many clients maximise the process of their withdrawal from their business through the utilisation of reliefs and allowances such as:

  • Business property relief
  • Entrepreneurs relief
  • Gift relief
  • Holdover/Rollover relief
  • Annual exemption
  • Personal allowances
  • Intra spousal transfers
  • Terminal loss relief

Pension Provision

We want to make sure taxation is minimised, while maximising the value of all opportunities.  We will ensure that you are making the most of the allowances that are available to you as an individual in a time of ever changing legislation.

We offer a wide variety of services in order to maximise your wealth during retirement, which include:

  • Recommending solutions tailored to your needs
  • Advising of all pension provisions available to business owners and directors
  • Managing the transfer of your business from one generation to another
  • Claiming the maximum reliefs and allowances on ceasing trade and moving into retirement

It’s never too soon to start your retirement planning, so let Stephenson Smart help you make the right choices.

Whether you are looking to sell the trade and assets of your business, or just the assets or even pass the business on to the next generation we can assist to formulate a suitable exit strategy.

Upon retirement and withdrawing from your business you may fall inside the scope of a wide variety of taxes, from capital gains tax to income tax, VAT, stamp duty reserve tax, Stamp duty land tax and maybe even inheritance tax. We can work with you to plan in advance and ensure that you take full advantage of all the potential reliefs that exist for you when planning your retirement.

We have helped many clients maximise the process of their withdrawal from their business through the utilisation of reliefs and allowances such as:

  • Business property relief
  • Entrepreneurs relief
  • Gift relief
  • Holdover/Rollover relief
  • Annual exemption
  • Personal allowances
  • Intra spousal transfers
  • Terminal loss relief

Pension Provision

We want to make sure taxation is minimised, while maximising the value of all opportunities.  We will ensure that you are making the most of the allowances that are available to you as an individual in a time of ever changing legislation.

We offer a wide variety of services in order to maximise your wealth during retirement, which include:

  • Recommending solutions tailored to your needs
  • Advising of all pension provisions available to business owners and directors
  • Managing the transfer of your business from one generation to another
  • Claiming the maximum reliefs and allowances on ceasing trade and moving into retirement
Retirement Planning

Our Offices

King's Lynn

22-26 King Street, King’s Lynn,
Norfolk, PE30 1HJ

T:   01553 774104

F:   01553 692602

E:   enquiries@stephenson-smart.com

Fakenham

10 Oak Street, Fakenham,
Norfolk, NR21 9DY

T:   01328 863318

F:   01328 855732

E:   fakenham@stephenson-smart.com

Wisbech

2 The Crescent, Wisbech,
Cambridgeshire, PE13 1EH

T:   01945 463383

F:   01945 475968

E:   wisbech@stephenson-smart.com

Great Yarmouth

East Coast House, Galahad Road, Beacon Park,
Gorleston, Great Yarmouth, Norfolk, NR31 7RU

T:   01493 382500

F:   01493 651172

E:   greatyarmouth@stephenson-smart.com

Downham Market

1st Floor, 9 Market Place,
Downham Market, Norfolk, PE38 9DG

T:   01366 384121

F:   01366 858083

E:   downhammarket@stephenson-smart.com

March

23 Dartford Road, March,
Cambridgeshire, PE15 8AN

T:   01354 653026

F:   01354 650337

E:   march@stephenson-smart.com

Contact Stephenson Smart



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