Company Directors & Business Owners
Both your personal and financial futures are closely aligned. If one goes well, so will the other.
Running your own business often brings with it greater risk, stress and pressure. But, the rewards, both financial and personal, can be tremendous and the satisfaction of seeing your business grow immense.
The financial challenges you will face, include:
Your business finance
- Tax: How can you minimise the Corporation Tax your business pays?
- Building long-term value: How can you build value in your business so that one day it is ultimately part of your retirement plan?
- Employee benefits: How can you put in place a financial and benefits package to reward and ultimately help you retain staff?
- Business partners & shareholders: What happens if one of you dies or falls ill? Will the business be able to afford to continue to pay you? How would it affect the financial stability of the business?
- Exit planning: How can you sell the business tax-efficiently?
Your personal finances
- Tax: What is the most tax-efficient way to withdraw money from your business?
- The ‘what if’: How would you, or your spouse, falling ill, or dying, affect the financial stability of your family?
- Children: How can you plan for the future capital needs of your children, for example higher education or buying a house?
- Planning for retirement: What steps do you need to take to ensure you get the retirement you hoped for?
How we can help
We understand that your personal financial future is linked to the success of your business. We therefore need to consider the two together.
We have the specialist knowledge to be able to do that. We also have experience of working with other professional advisers, such as lawyers and accountants, to ensure you get truly joined up thinking.
By choosing Savvy, your business and personal financial futures are in safe hands.
Business Protection
Running your own business can be all-consuming, leaving little time for much of anything else. So it’s no surprise that many business owners have not found the time to think about business protection and why they might need it.
Employee Benefits
Employee benefits are one of the methods used by employers to entice new employees and to maintain loyalty among present employees. The main ones being a company pension scheme, life assurance and medical health insurance.
Get in touch
We’re here and ready to help you face your financial challenges head on.
Call us on 0845 680 8910 or email: mail@savvyfp.co.uk