Planning for retirement isn’t just about pensions. It’s about making the most of your income, assets and business structures to give you financial security in later life. The aim is to maximise your wealth whilst minimising your tax liabilities.

We help individuals and business owners understand their financial position and stay in control. We work alongside financial advisers to ensure the numbers add up and your plans are tax-efficient, practical and aligned with your long-term goals.

How We Can Help

We support you with the financial aspects of retirement planning, including:

• Maximising allowances and reliefs
  Making your money work harder through efficient use of tax allowances and reliefs.
• Using your limited company efficiently
  Advice on pension contributions, dividends and extracting profits in a tax-efficient way.
• Structuring income
  Coordinating income from business, property, investments and pensions to minimise tax.
• Succession or sale planning
  Preparing for a business handover or sale as part of your retirement strategy.
• Capital Gains Tax (CGT) planning
  Guidance where assets will be sold or transferred.
• Future income planning
  Helping you understand what you’ll need and how to structure finances to support it.

Why Consider Retirement Planning Now?

Leaving retirement planning too late can mean missing opportunities to build wealth, reduce tax and make informed decisions about your business and assets. Early, careful planning gives you more flexibility, more options and greater peace of mind.

We make sure you’re making the most of what you’ve built and are putting plans in place to support the lifestyle you want in the years ahead.

Why Choose Lewis & Co?

We offer practical, straightforward advice on the financial side of retirement planning. No jargon—just clear guidance to help you make informed decisions about your future.

Let’s get started. Contact Lewis & Co today.