Business financial planning

Business financial planning

You may or may not have thought about what will happen to your business when you walk away but have you thought about the future of your business partners or colleagues? Do you have cash accumulating in the business that you would like to take out?

As a business owner, now is the time to start thinking about the current and future ownership of your business, tax implications of selling the business and the value of your business.

We can advise on all aspects of business insurance products to protect your business against the financial losses that might occur from the illness or death of a shareholder or a key employee.

This aims to provide reassurance and comfort that your business can continue. We also advise on taking money out of the company into personal names in a tax efficient manner as well as investing excess capital in businesses.

We can support you with the following services:

  • Investing excess cash in the business
  • Making pension contributions from the business
  • Shareholder protection
  • Key person insurance
  • Withdrawing money out of the business in a tax efficient manner
  • Reviewing options after you have sold your business

As a business owner, your options are broad for the future. We will work with you to continue and improve the value of your business, highlight the risks and opportunities but also maximise your wealth to achieve your financial and personal goals.

Get in touch

Speak to a member of our expert team.

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