28: Retirement Planning for Business Owners: Pensions, Protection & Tax Tips episode artwork

EPISODE · Jul 15, 2025 · 29 MIN

28: Retirement Planning for Business Owners: Pensions, Protection & Tax Tips

from Retire Well with Wealth of Advice · host Wealth of Advice

In this episode of Retire Well, Matthew and Joe dive deep into the unique challenges and opportunities business owners face when planning for retirement. Whether you're self-employed or a limited company director, this conversation is packed with practical advice on:Why relying solely on your business as your pension might be riskyHow to build a safety net and plan for income variabilityPension strategies for tax efficiency and long-term growthProtection planning: income protection, life insurance, and critical illness coverExtracting money from your business the smart way—salary, dividends, and director’s loansUsing pensions to invest in commercial propertyContingency planning and what happens to your business when you’re goneIf you're a business owner looking to retire well, this episode is a must-listen. Don’t forget to like, comment, and subscribe for more expert financial insights every week!🔔 Subscribe for more episodes📩 Got questions? Drop them in the comments or reach out to us directly!--TALK TO USCall us: 0191 384 1008Email us: [email protected]: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.

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28: Retirement Planning for Business Owners: Pensions, Protection & Tax Tips

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