Advice for businesses

Self-employed or running a company? Either way it's likely to be time consuming, require a lot of commitment and have an impact on your long-term wealth. With so much to think about, are you safeguarding against avoidable risks, maximising efficiency and profit extraction, and contributing enough towards your personal financial security? 

In collaboration with our specialist business planning partners, we support clients at all stages. Whether a Sole Trader, Start-Up, In early Growth, Established, or preparing for Exit, your needs will vary during each. Addressing them can be fundamental.

There should be a unified relationship between creating business profits and achieving personal financial goals. On many occasions we see a disparity between the two which can lead to financial vulnerability. We help plan for successful integration and advise on the most tax efficient ways of doing so. 

A number of people may be integral to the business, its operations, and ultimately profitability. A death or long-term illness of one can have significant impact, the consequences of which should not be underestimated. Have you considered the full value provided by members of your team and what would happen in their absence? We recommend ways to help maintain financial stability, and fluidity, should one be affected.      

Get in touch to find out how we can add value to your planning with the following: -

• Cashflow planning
• Business owner & key employee protection policies
• Shareholder protection 
• Employee benefits
• Corporate Investments
• Corporate Pensions

Tax treatment depends on the individual circumstances of each client and may be subject to change in future.  The values of investments are not guaranteed and can go down as well as up. You may not get back the amount originally invested.