Business Owners
As a business owner your time is best spent focussing on running your business. But you do need to plan your point of exit, and that’s where we come in.
A solid financial plan will be centred around your business and retirement goals and utilise yearly company tax planning opportunities. A few small changes now can ensure you’ve built up an asset base that will provide you with a long-term income, regardless of what happens to your business.
Here’s how we help:
- Exit strategy planning
- Tax efficient profit extraction
- Protecting your business with insurance
- Building a financial plan to help grow your business
- Advising you on director pension contributions
- Providing you with a lifetime income, post business exit.
