{"id":81105,"date":"2018-09-30T14:25:14","date_gmt":"2018-09-30T14:25:14","guid":{"rendered":"https:\/\/mcgleenan.com\/?p=81105"},"modified":"2023-10-23T17:18:37","modified_gmt":"2023-10-23T17:18:37","slug":"lifelong-financial-planning-for-corporate-clients","status":"publish","type":"post","link":"https:\/\/mcgleenan.com\/lifelong-financial-planning-for-corporate-clients\/","title":{"rendered":"Lifelong Financial Planning for Corporate Clients"},"content":{"rendered":"<p>Over the last few months McGleenan &amp; Co has been working with clients seeking to take more control of the long term retirement planning.<\/p>\n<p>&nbsp;<\/p>\n<p>While this area can be very daunting for people, with our knowledge &amp; experience we have recently guided several clients through &#8220;helicopter view\u201d meetings along the following lines:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Consider a retirement horizon and the associated succession planning.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li>Start shaping the likely arrangements that will determine the eventual sale of their business.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li>Agree on the financial capacity to fund pension contributions.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li>Agree a medium term approach for establishing a conservatively funded pension property portfolio.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li>Agree funding parameters with non-recourse debt that can be repaid rapidly using a tax exempt (until retirement) pension &amp; unit trust structure.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li>Appoint property service advisors to find suitable properties, arrange tenants &amp; manage the property portfolio, cost effectively.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>At McGleenan &amp; Co, we have a wider knowledge base that is particularly suited to family owned SME\u2019s who need an approachable trusted financial advisor, to guide them to their long-term goals.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Over the last few months McGleenan &amp; Co has been working with clients seeking to take more control of the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":81211,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[143],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Lifelong Financial Planning for Corporate Clients - McGleenan &amp; Co<\/title>\n<meta name=\"description\" content=\"We are a focused and efficient practice which seeks to keep the basics as uncomplicated as possible. 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