Your business, for your life. Make the most of your business with expert financial planning. 


How can your business maximise your personal wealth and minimise tax? What are the tax implications of selling the business or passing it on to the next generation? How can your business can fund your current and future personal goals?

With our specialist business and personal financial planning available to you, you can realise the full value of your business and secure your financial future.

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How we can help you

Funding your personal pension

You have more opportunities to maximise the value of your pension as a business owner than an employee – whether getting your pension paid by the company, setting up a Small Self-Administered Scheme (SSAS) or an Executive Pension Scheme, perhaps a Money Purchase Pension or a Final Salary Scheme.

Protecting key people 

How many of your employees are important individually? What would happen if one of your key people, or you, were abruptly not able to function? How long before you could replace them? How much could you have lost in the meantime? We can help you find the right keyman insurance to protect these key individuals should the worst happen, so your business can move forward.

Shareholder/Partnership insurance  

Do you own a business with shareholders? Have you thought about what would happen if someone was to die? Who would you find yourself in business with? Could you afford to  buy back their shares? If it was your family, what would they rather have shares or cash? We can put together comprehensive arrangements with Wills, life cover and trusts to make sure you and your business are protected, ensuring you/your family get the benefit of all your hard work.

Auto-enrolment workplace pensions    

Under the Pensions Act 2008, if you employ at least one person, you have a legal duty to enrol certain staff into a workplace pension scheme and contribute towards it. You will need to automatically enrol them in it as they become eligible. We can help you ensure you have the right scheme, with the right fund choices, and that your employees are informed about their options.


Managing the complexity of a business requires a range of financial, accounting and legal skills. The key is recognising when to call in additional assistance and knowing who is best placed to provide it. We call this “Joined-Up-Expertise”. Experience has taught us that a client will always benefit when their professional advisers work effectively together.


You work hard for your business. We can help you make all the right decisions to ensure it’s working hard for you, now and in the future – managing your personal finances with those of the business.

Our business financial planning service will address questions such as:  

  • How to maximise your personal wealth and minimise tax?
  • How to make the most of your pension opportunities?
  • How to take money out of the business in the most tax-efficient way?
  • How to manage the assets to optimise tax and minimise risk?
  • How to protect against risks that might prevent you from achieving your  objectives?
  • How should you structure your remuneration?
  • Do you have the correct legal agreements with share holders and/or fellow directors to protect yourself and the business?
  • Are you planning to pass business on to family members, or sell it? What are the tax implications and how to minimise that liability?

Book your free meeting

We offer expert advice to make the most of your business and achieve your personal financial goals.

Arrange your free initial meeting with business planning specialists.

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