Business owners

Some important Questions:

• Would your business be able to survive in the event of death or serious illness to a key member of staff?

• Have you actually identified who is a key member of staff?

• What would happen to the ownership of your business in the event of death or serious illness of a shareholder, director, or partner of the business?

• Is the business in a position to repay any lending recalled upon the death or serious illness of a key person within the business out of cash and what impact would this have on your business?

• Have you started planning for your eventual exit from the business… Is the business ready for that event and what do you want OR NEED out when this happens?

• Are you extracting the hard-earned profits from the business in the most tax-efficient manner?

• If your personal lifestyle and financial plans are dependent on your business, are you integrating the two properly?

• Your business may be dependent on the team of staff. Have you considered their overall employment package and welfare above a base salary?

• Who do you really want to benefit from the blood, sweat and tears you have put into building your business?

• If you are unsure of the answers (or don’t like the truthful answers!) to these questions, we can help you. 

We will help you:

How we can help answer those questions and provide that piece of mind most business owners crave: 

• Tax efficient profit extraction

• Owners, directors, partners integration with their personal lifestyle financial planning requirements

• Succession planning

• Business planning

• Business / Corporate investing

• Shareholder protection

• Key Person protection

• Debt Protection

• Employee benefits packages

• Employee pension schemes and auto-enrolment

• For larger organisations, we also offer a fully supported, comprehensive employee benefits platform

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*The financial conduct authority does not regulate tax planning and some forms of corporate planning