Make sure all your hard work has been worthwhile and enjoy a more comfortable future by growing and protecting your personal wealth.
Get in touchYou may have already exited your business or be wondering what effect your future exit may have on your finances. Wherever you’re at in your journey as a business owner, you’ll get the expert support you deserve from us.
Throughout their many years in the industry, our financial planners Richard and Bharat have offered sage advice to hundreds of entrepreneurs just like you. If you’re concerned about extracting profits from your business tax-efficiently or putting the right contingency plans in place, you’ll find a sympathetic partner in our experienced team.
Download our exclusive guide for business owners free for invaluable tips, or read on and find out more about what we can do for you.
A smart way to ensure you don’t pay more tax than you should on the money you’ve made from your business is through “tax wrappers”.
These are accounts like ISAs or pensions which “wrap” around your funds to shield them from excessive tax. We can help you choose the right solutions for your circumstances, then manage these on your behalf.
Some of the ways to reduce the amount of Inheritance Tax your loved ones pay on your estate include trusts, gifts, and pensions.
Inheritance Tax rules are complicated, though, so it’s essential that you seek professional advice before making any decision. As specialist advisers, we’d be happy to give you the support that you need.
Pensions allow you to turn the money you’ve saved for retirement into a weekly or monthly income in several different ways.
Before you commit, though, it’s wise to speak to a financial professional about the differences between annuities, income drawdown, and lump sums. The right advice can help you to avoid making costly mistakes.
Protecting your business from risk requires expert knowledge about the specialist protection products available.
We can help you put in place solutions such as key person insurance, which provides financial cover if a business partner dies or becomes terminally ill, and shareholder protection, which enables the right people to keep control of the company.
The Financial Conduct Authority does not regulate trusts, estate planning and tax advice.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. The tax implications of pension withdrawals will be based on your individual circumstances.
Taking control of your financial future is easy with our simple three-step process. With our expert guidance all the way, you’ll get a clearer picture of your position and how to better it.
To get started, we’ll look at where you’re at and where you want to be in future in four key areas: family, lifestyle, career, and property.
You’ll be presented with and talked through a comprehensive financial plan, detailing the steps you need to take to make your dreams a reality.
Give us the go-ahead and we’ll put your plan in action, keeping you informed of progress at every stage so that you have nothing to worry about.
Whatever you need support with, we’re here to help.
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