You are a business owner
Are you looking to extract money from your business tax-efficiently? Maybe you are thinking about selling your business? Or do you simply want to ensure your corporate finances are aligned with your personal goals and ambitions? Our clients come to us for help with many challenges.
We know that no two business owners are the same. So, we start by finding out what it is you want to achieve and where your long-term aspirations lie. Then we set about analysing your finances and presenting you with options. Our only aim is to help you achieve your aims in a way that works for you and your loved ones.
How we can help
Cashflow planning
Cashflow planning can help you see ahead and plan for your future income needs, for example: paying for school/university fees, moving home, or stepping back from your business.
Business protection
There’s a baffling array of options when it comes to business insurance – understand which is right for you and which are worth the premiums in your circumstances.
Preparing for business sale
We’ll start by establishing what you want to do after the sale. We’ll then use cashflow modelling tools to help you work out how much capital you will require at the sale to achieve your goals.
Tax planning
Paying unnecessary taxes can create a big hole in your long-term lifestyle and retirement plans. We can help you explore tax-efficient investment plans and savings vehicles.
Estate planning
Building your wealth can take most of your lifetime. We can help you protect and pass on that wealth to those you choose and limit your exposure to tax.
Retirement planning
It’s important to know you have not only saved enough money to retire comfortably but that you can sustain that standard of living throughout your retirement. We help with both.
What our clients say
The Financial Conduct Authority does not regulate Cashflow Planning.
The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning
Cover will cease on insurance products if premium payments are not maintained.