Financial Planning for Business Owners
Whether you’re growing, stepping back, or extracting value — we help you make smart decisions with both sides of your wealth.
Running a business is demanding — and often, your personal finances are tied up in your company’s success. We help you connect the dots between business and personal planning, so you can get more out of what you’ve built.
Optimising Directors’ Pay & Pensions
Get the right balance between salary, dividends, and pension contributions — while making the most of your allowances and minimising tax. We’ll help you align your remuneration strategy with both current needs and future goals.
Planning for Exit or Succession
Whether you’re thinking of selling, stepping back, or passing the reins, early planning pays off. We help you structure a smooth transition — with a focus on tax efficiency, financial freedom, and long-term security.
Making the Most of Company Cash
If your business is holding surplus capital, it may be working harder for HMRC than for you. We help you explore tax-efficient corporate investment options that align with your goals, timeframe, and risk appetite.
