Retirement timing
Compare income needs, business drawings and possible sale proceeds.
Limavady · Causeway Coast and Glens
Personal and Business Financial Planning in Limavady
Your retirement, family wealth and business decisions affect one another. See the combined picture before you act.
A joined-up review
Choose the decision in front of you
We map the personal and business effects together. Start with the issue that matters now.
Family wealth
Review inheritance intentions alongside ownership and estate arrangements.
Business transition
Consider succession, farm finance and the effect on your household.
3
planning views
Current course, intended change and a cautious case. Each review includes a written summary.
Cash flow and retirement
Test drawings, pension timing and the income your next chapter needs.
Discuss retirement planningInheritance and estate
Connect family intentions with business ownership and estate arrangements.
Discuss family planningBusiness and farm succession
Look at finance and structure together before ownership changes hands.
Discuss succession
A clearer basis for decisions
One picture, not two
Personal wealth and business value are often reviewed separately, though the same decision can change both. Eglinton Barrister helps owner-directors and families in Limavady map cash flow, retirement timing and inheritance intentions against their business interests. That gives you a clearer view before a sale, handover or major investment.
We can coordinate the planning with your appointed tax adviser and solicitor. Where regulated investment advice is needed, we can work alongside an appropriately authorised professional.
Make the connections visible.
Investment and business planning
Account for concentrated assets and funds tied up in a company or property.
Discuss your positionA client's perspective
"We could see how the business decision would affect our retirement and the family. That changed the conversation."Decland M., business owner
Handled with care
Your financial and family discussions are treated confidentially. Advice from other appointed professionals stays clearly within their roles.
Planning questions
When should I start planning for retirement?
Start when timing, income or ownership decisions are on the horizon. Earlier discussions give you more options to compare.
How does my business value fit into personal planning?
We consider business value alongside drawings, possible sale proceeds and the income you may need.
How do you approach family conversations?
We help set out the financial choices clearly, then coordinate with your solicitor or tax adviser where needed.
Start with the decision
Arrange a financial strategy review
Tell us what you are weighing up. We will use that as the starting point.
Speak with our team
Based in Limavady, working with individuals and businesses across Causeway Coast and Glens.
- Baranailt Road, Limavady, Causeway Coast and Glens, United Kingdom
- +44 7911 829310
- [email protected]
Financial planning support is not a substitute for regulated investment advice. We work with appropriately authorised professionals where required.