Business
Owners
Maximise the fruits of your labour, protect the wealth you create and provide financial security for others with careful financial planning.
How do we help our business owners?
The vast majority of our clients who are business owners have very similar concerns, and also similar opportunities that they do not feel they are maximising.
The concerns that many of them have are that:
- That they are not utilising a suitable pension scheme for their employees, or for themselves in the workplace.
- They are not extracting the profits generated from their hard work in the most tax efficient manner.
- That the pensions they have set up in the past are offering poor returns, and won't provide sufficient income in the future.
- That if something serious was to happen to the business owner or a key person in the company that profits would be adversely affected, the value of the company would be reduced and income could be at risk.
- That if they were to die, the shares of the company, plus their other assets, would not be dealt with in line with their wishes, or in the most tax efficient manner.
- That they would like to start drawing an income and capital from their retirement funds in the coming years, and that they are not sure the best way in which to do this.
The common opportunities that our business owners have are as follows:
- Reducing the costs and increasing the tax efficiency of their existing financial arrangements.
- Identifying the most valuable employee benefits available to the company to aid staff retention and recruitment.
- Drawing their income from the company in a more tax efficient manner.
- Maximising the funds you have already built up for your retirement planning.
- Utilising the tax efficiency of pensions to hold commercial premises, or loan back money to the company.
So what do we do for them?
We help our individual clients identify these opportunities and take measures to address these concerns.
Book a chat with one of our team
The first step to achieving your goals is to discuss your concerns with a member of our team.
