We are able to help businesses identify, then arrange cover in the event of something unthinkable happening that may affect profitability or doing business-as-usual – the death of a key revenue generating member of staff for example, a shareholding director or partner, and the possible effects on repayments of business loans or commercial mortgages.
When your business is sold it is important to understand how the proceeds can be used as part of your wider financial planning. We are experts in helping our clients complete their financial journey at a personal level, whether it be pension pot building, retirement planning, investments or savings.
The new Pension Freedom rules mean you can now drawdown more money tax efficiently, at an earlier age, than ever before.
You can use your yearly ISA allowance, the income earned from which is tax-free.
“Issues relating to protecting or selling businesses are specialist areas, with the business lives of directors and partners often being intertwined. We’re often asked by other professionals to work with them to help advise their clients”.
Director GKR Scaffolding Limited
“Gary has been providing sound advice and solutions to meet our needs both in relation to our strategic private and business planning, and understands how these interact. He has often been involved in major financial decisions in relation to the company, including our various investments and pensions.