Retirement planning

When you are living life to the full, retirement is the last thing on your mind. Despite this, it is a good idea not to put off thinking about personal retirement planning. The earlier you clarify the important questions, the more scope you will have for a plan that corresponds to your goals.

  • Can I maintain my standard of living after I retire?
  • What do I need to consider in my succession plan?
  • Do I need Pillar 3a or 3b?
  • Should I take a lump-sum payment or is it better to draw the pension?
  • What do I need to take into account when I deal with inheritance matters?
  • How can I simplify the operational organization and processes in my accounting department?
  • Where can I deposit a will?
  • Should I pay my mortgage off?

Please approach your contact person at TBO in good time and you will receive answers to your questions.

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