Business owners
Some important Questions:
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Would your business be able to survive in the event of death or serious illness to a key member of staff?
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Have you actually identified who is a key member of staff?
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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?
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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?
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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?
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Are you extracting the hard-earned profits from the business in the most tax-efficient manner?
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If your personal lifestyle and financial plans are dependent on your business, are you integrating the two properly?
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Your business may be dependent on the team of staff. Have you considered their overall employment package and welfare above a base salary?
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Who do you really want to benefit from the blood, sweat and tears you have put into building your business?
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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:
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Tax efficient profit extraction
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Owners, directors, partners integration with their personal lifestyle financial planning requirements
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Succession planning
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Business planning
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Business / Corporate investing
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Shareholder protection
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Key Person protection
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Debt Protection
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Employee benefits packages
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Employee pension schemes and auto-enrolment
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For larger organisations, we also offer a fully supported, comprehensive employee benefits platform
*The financial conduct authority does not regulate tax planning and some forms of corporate planning
