Many business owners have substantial assets, but little time to manage it all in a holistic way.
We relish the role of optimising your hard-earned wealth with our financial advice for business owners, so that it delivers exactly the right balance of sound business finance and personal reward.
Our experts advise you on a spectrum of issues, including shareholder protection, implementing tax efficient incentives for your workers, extracting the highest profits for the shareholders at minimum cost to the company, and pension planning – including using your pension to acquire property.
In addition, we help you to develop exit and retirement strategies that allow you to realise the capital bound up in your business without paying a penny more tax than you have to.
At the core of our service is the belief that a forward-thinking strategic approach will best serve your commercial aims as well as your personal aspirations.