All business people set up their business in the first place to build a better future for themselves and their families. While this will, hopefully, result in a better lifestyle in the short term they also want to be able to exit their business successfully and crystalise a capital value that increases their personal wealth as they retire..

While part of this broad strategy may include the need to make adequate pension provision we also realise the value that our financial planning process can bring in integrating our advice with that of our clients’ accountants and tax advisers in the pre retirement phase.

Good financial planning recognises the value of business restructuring as part of an exit strategy as well as ensuring that the relevant business exiting tax reliefs are availed of. Where clients are unsure of how to proceed we can, if needed, introduce accountancy and tax partners whose expertise compliments our own.

For more information on this service you can ring us directly on 01-8455827 (+353 1 8455827 for international enquiries) or email us at