BUSINESS OWNERS
We can work together to put in place the right plans to build your future financial freedom and security.
Whether you're a start-up or a more established business, it's important to take financial advice to make the right decisions for your future. Building a successful business takes a lot of time, commitment and focus. When you have demands on your time elsewhere, financial planning can get overlooked.
Take a look below at some of the common areas business owners can benefit from support with.
Retirement Planning
Using your business to fund your retirement as tax efficiently as possible. Understanding how to use your business to meet your personal goals.
Shareholder / Key Person Protection
There are various risks you may need to protect against. Do you have any key employees your income relies on? Have you considered how shares are distributed in the event of your death?
Corporate Cash / Investments
If you build up cash in your business and want to ensure you're getting the best return possible, we can discuss your cash management or corporate investment options.
Employee Benefits
Employee benefits can play an important role in hiring new staff and retention. This could be anything from workplace pensions, protection and private medical, to employee financial wellbeing.
Exit Planning
Once you are ready to sell your business, it's important to consider how to utilise the proceeds to meet your future goals in the most tax efficient way possible.