Business Owners & Financial Planning
Starting, building and running a business can be incredibly rewarding. Then selling it can deliver long-term financial security while opening up the next exciting chapter in your life.
It can also be challenging, which means it’s vital to have trusted partners on the journey with you.
That’s where I come in.
Protecting your business from unforeseen events.
Protecting your business is essential, especially if you are, or you have, key employees or persons that carry a significant role in the day to day running. I can help you protect against unforeseen events and most importantly, protect your cashflows.
I’ll also help you look at and plan for succession planning, or what happens to your business if the unthinkable occurs.
Maximise tax efficient saving & reduce tax liabilities.
Running a successful and profitable business often means you will have to pay significant tax bills. I can help you invest tax-efficiently, to reduce the amount of tax your business pays, allowing you to keep a larger slice of the profits or invest them back into the business.
Succession planning, selling or exiting your business
I’ll start by establishing what you want to do after the sale or taking a step back. Then I’ll use cashflow modelling and tax efficient planning to help you understand whether you can achieve your goals.
Business Owners Max Tax Quiz
As a business owner, take this 2 minute quiz to measure your efficiency when it comes to tax reliefs, grants, funding & protection. Results & tips on screen instantly.
Here for you at all stages of financial planning
My ideal clients are people looking to:
Use a professional they trust with their Retirement & Savings.
That’s why we build lasting relationships based on trust and transparency. You won’t be passed from one adviser to another.
Maximise tax benefits available to their businesses.
Identify and implement strategies to maximise available tax reliefs and allowances.
To protect their clients best interests.
Supporting legal & accountancy professionals navigating the complexities of the Court of Protection, Divorce and more.
Book a meeting
The first step to financial planning is always the biggest leap.
If you’d like to find out more book in a free, no obligatory call to discuss how I can help.