Client Login 
Retirement assessment 
Book a call 
0117 990 2602 
Resources.
Guides, articles, calculators and downloads for business owners, high earners and people planning to retire. All on 2026/27 figures.
Guides and five-question checks
Where are you now?
Pick the one closest to you. Each guide takes the decisions in the order you will meet them, with a short check at the top.
Guide and checkSelling your businessBusiness exit planning, stage by stage, from getting ready to life after the sale.
Guide and checkPaying yourself from your companySalary, dividends, pensions and profit left in, for owner-directors.
Guide and checkPlanning for retirementThe last few years at work: your pensions, tax-free cash and income.
Guide and checkFinancial planning for high earnersThe 60% trap, Child Benefit and the pension taper, if you earn over £60,000.
Articles
The latest from our blog.
ArticleMPAA explained: take money out and keep paying inPublished 21 October 2026.
ArticleGifts out of surplus income after April 2027Published 21 October 2026.
ArticleSalary sacrifice changes 2029: the £2,000 capPublished 13 October 2026.
ArticleTax-free cash after the Budget: take it now or wait?Published 2 October 2026.
Calculators
Work out your own numbers.
CalculatorWhen Can I Retire CalculatorBuild the pot up, draw it down, and find the earliest age you could stop.
CalculatorPension Drawdown CalculatorSee how long your pot lasts at the income you want, year by year.
CalculatorInheritance Tax CalculatorWhat your estate would pay, including the residence nil rate band and the taper.
CalculatorSalary against DividendThe most tax efficient split for a company director, with corporation tax included.
Guides to download
Free guides, in more depth.
PDF guideThe Business Owners Path to Financial IndependenceHow to turn a business into lasting personal wealth.
PDF guideWill I run out of money?How long your money could last in retirement.
PDF guideA simple guide to pensions for company directorsHow company pension payments work, and why they save tax.
PDF guideChoosing The Right Financial Adviser (Questions To Ask)The questions worth asking before you choose an adviser.
Rather talk it through?
Book a free first conversation with one of our advisers. No cost and no obligation.