The Next Chapter: Preparing for Life After Partnership for accountants

Why watch

For successful partners, retirement arrives faster than anyone expects. And when it does, it doesn't just end a job. It ends an income structure, a tax position, and a way of working that has taken a lifetime to build.

This webinar is for senior accountants who want to walk into their final years of partnership with a clear plan, and we'll cover the decisions that matter most in the years before exit.

By the end of the session, you'll have a clear view of:

• Why the financial mindset that built your wealth is the wrong one for preserving it, and what to replace it with.
• How to build a long-term forecast that stress-tests for market falls,  longevity, care costs, and family demands.
• The optimal sequence for drawing income from cash, ISAs, pensions, and investment accounts, and the common traps that cost partners tens of  thousands in unnecessary tax
• Why de-risking too early at 55 may be the single biggest threat to a 35-year retirement
• How to plan for the 'sandwich generation' squeezes supporting elderly parents and adult children without compromising your own security
• The practical 24-month exit checklist every partner should be working through right now
• Why the rules on where and how you can invest change the day you leave the firm, and the opportunities most people miss