Helping clients across a wide range of methods.
There may be periods when it is right to invest profits back into a growing business. However, in the long run, strategic planning should never lose sight of the main purpose: to help you prosper. A company is there for the benefit of its owners, directors and employees.
In good times and bad, from small tweaks to grand schemes, we are helping clients across a wide range of profit extraction methods. Examples include:-
- How much salary/dividend to take
- Employing family members
- Saving for retirement
- Gifts of shares to spouses/children
- Preparing to maximise Entrepreneurs’ Relief
- Buying CO2 efficient cars for family members
- Share schemes
- Maintaining the National Insurance record
- Business Property Relief
- Share buy-backs
- Handing down the family company
We may be working with you to raise capital, develop structures and systems, monitor financial progress, minimise taxation, and a host of other short term aspects of your business. However, we will never lose sight of the main goals. We will encourage you to identify those goals in relation to your own life-needs, short, medium and long-term, and to plan and act accordingly.
Please contact us for a free initial discussion to see how we can help you!