The 5 years before retirement retirement are important for getting organised and understanding the tasks ahead. It can be a great time to lay the groundwork for a smooth transition into retirement. Hi, I am Simon Alexander, founder of Streamline Financial Planning and...
As a business owner, you’ve probably encountered the problem of what to do with any extra funds in your business. It’s a fortunate situation to be in, but it does require some critical decisions. In this blog post, I have gone into a range of strategies,...
For business owners, the idea of using your business as your retirement plan can be both appealing and risky. To have worked so hard and sell your business to live your retirement dream can be a comforting thought, but it’s important to understand the potential...
Have you ever wondered why some people hold off on retiring? Well, that’s something I often see in my line of work. I see people continue to work well into their 60s and 70s out of fear of the unknown that retirement has. Today, I’m diving into five...
In this video, I delve into retirement planning strategies by analysing the client case study of John Doe who wants to retire now, at age 60. John, a healthy and active individual, earns an annual income of £70,000 but tends to allocate most of his earnings towards...
Introduction to the Money Purchase Annual Allowance Planning for retirement can be a daunting task, especially with the ever-changing rules and regulations surrounding pensions. The Money Purchase Annual Allowance is one such rule that can have a significant impact on...
