Clayton House provides the benefit of a recurring income over a 10 year period. The scheme will pay a high percentage of your recurring income for 5 years, with a lower figure for the final 5 years, giving you the benefit of a much higher return from your business than conventional lump sum payments. This could be equivalent to as much as five times your current renewal/trail income.
Talk to us about how we can support you in gaining value from your IFA business and an excellent regular income into retirement
A 10 year income to the owner(s) from the business after they retire
Dedicated Business Consultant to ensure a smooth transition of clients
Specialist novation team to transfer clients
Leading edge software provides full revenue accounting
All clients offered ongoing range of services
Testimonials available from existing retirees
Specially structured sale – tax rate of only 10%
Clayton House Introducer agreement to increase your income in retirement
Satisfies FSA guidelines on TCF