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Is your company contributing to your pension plan?
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Are you reducing your company’s corporation tax bill to the maximum?
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Are you on track with your expected retirement income?
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Are you aware of the variety of retirement options available to you?
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Are you reviewing your pension with your Financial Broker or Adviser every year?
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What would happen to your family if you died prematurely?
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Would they take over your share of the business?
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Would the remaining shareholders have the funds needed to buy your share back from your family and has this plan been formalised?
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What would happen to your business if a co-owner died prematurely?
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Would you maintain control of the business?
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Do you have the funds to buy back their share of the business from their family and has this plan been formalised?