As a business owner, finding the time to manage both the personal and the corporate side of your finances can be a challenge. You might be thinking about retirement and your eventual exit strategy, and need advice on how to move forward.
We can help provide a comprehensive view of your finances, working with you to establish where you currently are in relation to your objectives for the future. We’ll then build a tailored plan for achieving your goals. Whether you’re considering retiring soon or simply wanting to plan ahead of time, we can help.
How we help
We offer a range of personal pension options as well as workplace pensions and auto-enrolment. We can review your existing schemes and recommend improvements.
We can help you plan before your retirement, so you’re able to maximise your assets for your desired income. We’ll also help you facilitate your exit from the business.
We’ll assist with your income, Inheritance and Capital Gains Tax needs, ensuring you’re making the most of any allowances so that your money is performing at its best.
We can put in place a range of insurance policies, including shareholder protection, to provide peace of mind for you and your employees should the worst happen.
We can help you build a corporate investment strategy that enables you to make the most of surplus funds in a way that aligns with your business goals.
A unified process
We’ll work alongside your solicitors, accountants and other advisers to ensure a joined-up and cohesive approach to your financial affairs.