Planning to reach your personal and business goals

Early Planning

The more money you accumulate, the more complex the tax landscape becomes. When your wealth is held across a range of assets such as company shares, property and investments it becomes even more challenging to protect.

There are a number of ways you can protect your assets and mitigate your tax liabilities both during your lifetime and on death. Planning now can help you to grow your assets, secure your future and that of your family, and support what matters to you.

Balancing personal wealth and business success

We work with owners at all stages of the business lifecycle, from scale-ups through to retirement and exit.

Each stage will have different priorities and challenges but there are certain fundamentals that all owners should consider when balancing the success of your business with your personal financial goals.

Your business and legacy are at the heart of all that you do. We are here to ensure your business and personal wealth goals work hand in hand - our approach is built with this in mind.

Key milestones that trigger planning:

Extracting profits tax efficiently
Assessing the most tax efficient ways to pay yourself
Planning how investments such as property and pensions can be used for the benefit of the business or to potentially reduce both your business and personal tax liabilities
Preserving your wealth to secure your and your family’s future

Passing on wealth without overpaying on Inheritance Tax
Protecting and growing your assets so that they can be passed tax efficiently to the next generation
Planning your exit or succession in the most tax efficient way for you and your business, while safeguarding your legacy.

Learn more: life milestones that trigger tax planning

When starting out as an entrepreneur, it can be difficult to put the whole business and personal finance side into perspective.

…