Retirement Planning

Our retirement planning experts can identify savings and investment opportunities to supplement your retirement income, as well as help you plan your exit strategy – whether you wish to pass on a business to the next generation, sell it as a going concern or wind it down – and make sure that the process is tax-efficient.

We will also help you to think about issues such as long-term care and medical insurance, to give you peace of mind in case of ill health. However we help you, we can work with you long-term to make sure that your portfolio keeps pace with your changing needs and advise on new opportunities.

Willow offers retirement planning advice to clients around Essex and Suffolk in Chelmsford, Benfleet, Boxford, Billericay, Southend, Barking and the surrounding areas.

For more information, contact one of the team today!