There is a lot to consider when selling your business, but we can help guide you through this process. With Quilter Cheviot you will have a trusted professional investing your money, leaving you to focus on other business decisions.
Your Investment Manager will work with you to draw up an investment portfolio that looks to the long term, taking into account any uncertainties so you can move on to your next business venture or enjoy a well-earned retirement.
If you have already sold your business, we can help you adjust from having a regular salary to managing the sale proceeds. As this often takes the form of a lump sum, you’ll need to decide whether you want to invest the funds and take an income (a drawdown pension, for example), or continue working and invest the money for long term growth.
The decision is completely up to you and depends on if you want to carry on working or retire. Your Investment manager can help you make this decision by discussing some possible scenarios.
The value of your investments and the income from them can fall and you may not recover what you invested.
