Business financial planning

Business financial planning

Have you thought about the long-term future of your business partners or colleagues? Do you have cash accumulating in your business that you'd like to take out?

As a business owner, it's time to start thinking about the current and future ownership of your business, including its value and the tax implications of selling.

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 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:

  • 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

Get in touch

Speak to a member of our expert team.

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