The Retirement Blueprint
Practical Financial Planning for Business Owners
A clear, practical guide for UK business owners in their 50s who want to turn the business they have built into the retirement they have earned. Written by Kris Amliwala, founder of Designer Wealth and Top Rated Financial Adviser 2022–2026.
A practical plan for the next chapter of your life
This book walks you through the same framework Kris uses with clients to help business owners move from 'hopeful' to 'retirement-ready'.
Know your number
Work out exactly what your business needs to be worth for you to stop working on your terms.
Exit with purpose
Explore the realistic options for selling, passing on or restructuring your business without regrets.
Keep more of what you make
Coordinate tax, pensions, investments and estate planning so they work together, not against each other.
Protect your lifestyle
Build a retirement income strategy that holds up even when markets, health or plans change.
Leave a legacy, not a mess
Make sure your wealth reaches the people and causes you care about, clearly and efficiently.
Turn These Ideas Into Your Personal Retirement Blueprint
Reading the book is a great first step. The next step is a one-to-one conversation with Kris to build a plan tailored to your business, your numbers and your timeline.
See how the Designer Wealth Algorithm® turns the book into a plan, or meet Kris Amliwala, Chartered Financial Planner.
What the book covers
- 1Why retirement feels different for business owners
- 2The five numbers that decide your freedom date
- 3How to value your business without wishful thinking
- 4Exit options: sale, succession, or something else
- 5Tax traps and tax opportunities
- 6Pensions, ISAs and where to put your money
- 7Designing a retirement income that lasts
- 8Estate planning that actually works
- 9Bringing it all together: your Retirement Blueprint
"I wrote this book because too many business owners reach their 50s with a successful business but no clear plan for what comes next. The Retirement Blueprint is the guide I wish every client had read before they first sat down with me.
Who this book is for
If you are a UK business owner in your 50s, and you have built something valuable but are not yet sure how to turn it into a secure retirement, this book is written for you. It is jargon-free, practical, and focused on the decisions that matter most.
- You have built a successful business
- You want to exit, sell or slow down in the next 5–10 years
- You are unsure whether your pension and savings are enough
- You want to reduce tax and protect your family
- You prefer a clear plan over guesswork
- You want to know what to ask a financial adviser
Get Your Copy on Amazon Today
Start building your Retirement Blueprint tonight. Available in Kindle and paperback editions.
Prefer to talk through your plan first? Book a private consultation.