Five steps to managing finances when a partner retires

AISMA accountant Anthony Brand explains how to plan the financial aspects of a retiring partner

When a senior partner retires – and ‘really’ retires, rather than taking 24-hour retirement, there are plenty of things to think about.

Most retirement processes are entirely manageable if properly planned. The watchword is plan ahead so you know what to expect and involve the whole team including accountants, lawyers and bankers.

This guide covers the essential financial considerations in five steps. Read more