Date: Thursday, 25th June 2026
Time: 10:00 am
Location: Online
Planning for Retirement
For business leaders, retirement is rarely about stopping work — it’s about changing pace, focus, and managing dwindling energy levels more effectively. Even so, many business leaders don’t ever truly retire. And for those that do, their version of retirement looks very different to the “normal” person.
So how do you plan to retire, when the idea of retirement itself is so alien?
How also do you plan to maintain your lifestyle in retirement, particularly when you have a high cost of living?
For some, it’s a straightforward question with a straightforward answer – a very large pension. But how feasible is it to build a very large pension, given the annual maximum contribution limit of £60,000? And that’s without the impact of pension contribution tapering rules for high earners.
For many others, building a retirement pot will involve a pension strategy and another investment strategy, whether it be commercial and residential property portfolios or a stocks and share portfolio. Or they simply continue to rely on having a single large asset – their business.
This session explores what retirement looks like for executives and entrepreneurs, and how to plan for it tax-efficiently. We will look at the different types of pensions, including some of the inheritance tax changes due to come in from 6 April 2027. We will also look at the most tax efficient ways to build the non-pension investments. Finally, we will look at some of the ways that the family business can fund your retirement needs.
What You’ll Learn
- Pension structures and options, including recent changes to inheritance tax on pensions.
- Investing outside pensions
- Semi-retirement opportunities such as Non-Executive Directorships and Consultancy roles.
👉 Outcome: You’ll leave with a practical view of retirement planning that goes beyond pensions, helping you shape your future on your own terms.
