Advice for Businesses
Businesses and the self-employed have unique financial planning needs
This is why we provide a tailored financial advice service that is focused on supporting business owners to achieve their financial goals.
We work hard to develop and coordinate a strategy that is aligned with the financial interests of you, your business and your employees.
Common queries from our customers include:
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How do I extract profits from my business in a tax efficient way?
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How much should I set aside for retirement?
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Can I get my business to pay for insurance to protect me and my family?
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What should I do with the proceeds from a business sale?
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What would happen to my business if either myself or a key member of staff died or became seriously ill?
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What happens to a business when a shareholder dies?
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Are my existing financial products suitable and competitive?