About you...
Running a business
From protecting assets to planning your exit, we help business owners make smart financial decisions for the long run.
Achieving long-term success
Building a business is no small feat. Whether you’re planning for retirement, passing the business to the next generation, or ensuring your family’s future is secure, we’ll support you every step of the way.
Our approach focuses on both your business and personal finances, helping you make smart, tax-efficient decisions that safeguard your assets. We’ll work with you to create a tailored plan that protects what you’ve built, ensuring your legacy, wealth, and future are secure.
A big-picture view of your finances
Too many business owners have all their eggs in one basket. We’ll help you build personal wealth outside the confines of the company you’ve built, creating financial independence and reducing risk. So, whether you sell, step back, or keep going, you’ll have a secure foundation that gives you options.
Tax-smart profit extraction
You’ve built a successful business. Now it’s about making the most of what you’ve earned. We’ll help you extract profits in a tax-efficient way, using strategies like dividends, pension contributions, and allowances, so you can reap the rewards of your hard work without paying more than necessary.
Shielding yourself from unwanted surprises
The unexpected can disrupt even the best-run businesses. We’ll help you put in place protections such as shareholder agreements and key person assurance, so your enterprise remains resilient, no matter what. It’s about safeguarding your income, your people, and everything you’ve built, whatever the future holds.
The support you need to navigate the next step
Handing over the reins to the next generation can be emotional and complex. We’ll guide you through the process, alongside your other professional advisers, from managing tax implications to structuring the transition. With careful planning, you can step back with confidence, safe in the knowledge that your legacy is secure.
A simple process
Our approach breaks down financial planning into easy steps, providing a clear, straightforward route to help you achieve your goals.
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See what clients have to say about us
We could just tell you how we help, but it’s better to hear it from the clients we have helped.
Show all client videosWhen you’re ready, we’re here
We’d love to hear from you. Whether you’re ready to start planning or just have questions, take the first step and get in touch.
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