BUSINESS FINANCIAL PLANNING

Expert financial planning to get the most out of your business and secure your future.

FOR EXPERT BUSINESS FINANCIAL PLANNING

You work hard for your business, no doubt to provide a better life for you and your family. But do you spend more time planning for your business than you do for yourself? Have you thought about how your business can finance your personal goals, now and in the future?

If you’re going to get the full value from your business – and secure your future – you need to plan ahead. We understand the long hours it takes to build up a successful business, so we’ll ensure it’s working hard for you, now and in the future.

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How we can help if you are a business owner

Optimising your pension

As a business owner you have more options for maximising the value of your pension than an employee. We’ll help you take advantage of this and optimise your personal pension opportunities.

Protecting your business if the unexpected happens

What would happen to your business if you or one of your best people was suddenly taken out of the picture? We’ll help you protect against this risk, ensuring your business gets a cash lump sum to help you move forward in the case of death or critical illness.

Shareholder/Partnership Agreements 

If you run a business with other shareholders or partners, what happens if one of you dies? Where will the shares go? Who will you be running the business with? Will it be their partner, children or the state? We’ll help you put in place the right legal agreements to protect yourself and the business should the worst happen.

Maximising your wealth   

We can help you manage what we call the ‘parallel planning’ challenge of juggling your personal finances with those of your business. We’ll give you clarity on the key opportunities available to safeguard your business and make the most of it, to help you achieve your personal financial goals.

PARALLEL FINANCIAL PLANNING

We’ve created a ‘Parallel Planning – My Personal and Business Financial Planning’ Checklist, of what you should be thinking about to make the most of your business and achieve your personal financial goals. In particular, we can answer:

Serving your life now. How will you:  

  • Increase your personal wealth and reduce tax?
  • Take money out of the business most tax-efficiently?
  • Manage the business assets to minimise risk and optimise tax?
  • Protect against the risks that can be obstacles to your ambitions?
  • Safeguard yourself and the business with the right legal agreements with fellow directors and/or shareholders?

Planning for your future. How will you:  

  • Optimise your personal pension opportunities?
  • Structure your remuneration, now and in the future?
  • Sell the business or pass it on to the next generation?
  • Manage the tax implications of change and minimise liability?

Let’s talk

The financial future you want starts right here.

Book your free initial consultation with one of our expert financial planners.





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It’s free, it’s exclusive and it’s full of insight on how your money can help you make the most of your life.

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How we can help you?

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