Business owners
Business owners and self-employed contractors are often the busiest people we work with! Juggling the demands of your customers, staff and suppliers, along with those of your family and personal life is not easy.
However, it’s really important that you take the time to ask yourself some serious questions, such as:
- What will happen to the business and my family if I fall ill, or worse?
- How can I use the business to fund my retirement tax efficiently?
- Can I retire without selling my business?
- Are there ways in which my business could benefit my children – even if they don’t want to take it over?
- What if I receive an offer for the business? How much is enough?
- What’s the best way for me to exit the business?
- If I sell the business, what should I do with the money?
The answers are rarely straightforward and often subject to outside influences.
How we help business owners
To help you find the answers, we’ll make sure that we thoroughly understand you. This includes understanding what you want to do with your business and very importantly, what you want to do with your life.
Your business is likely to feature in your plans, so we’ll put everything necessary in place to ensure that you can maximise the benefits of having your own business. These might be:
- Utilising your business property as a tax-efficient way to increase your pension pot
- Identifying tax-efficient investments for your surplus profits
- Implementing insurance policies such as Key Man Insurance
- Identifying tax-efficient methods of drawing an income from your business, even after you’ve retired.
If you would like to find out how your business can best benefit your personal finances, please contact us for a no-cost, no-obligation meeting.
Why our clients love working with us
Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions reassuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.
During the years we have been with Kevin we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with you.
Kevin, I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated.
Thank you so much, Kevin, for all your support and advice over the years. I wouldn’t be where I am today if it wasn’t for you.
We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.
How about a chat?
Error: Contact form not found.
