Wealth Management
It's not all about your business; your wealth is equally important.
Maximising what you get out of the Business is our Passion. First, we get the business Performing and then utilise Tax-Efficient measures to get the money into your pocket.
By using combinations of dividends, expenses, pension payments, and, if selling, entrepreneurial relief.
The business can also invest via our Financial Advisor; this will save you Tax and secure your future
Dividends
Dividends are the simplest way of getting money out of your company as long as you are making a Profit.
We will advise you of when and how much to take out to maximise your tax efficiency.
Pensions
Time to save for the future.
Having a Director's Pension is the best way to get money out before paying Corporation Tax.
A pensions payment, say £10,000 will save you £1,900 in Corporation tax and then you get circa 7% p.a. going forward on the investment.
Entrepreneurs
Relief
An exit strategy is very important, are going to sleep, pass on to family or just close it down?
It drives the decisions and the structure of your company.
Get it right and only pay £10 in tax on every £100 received.
Expenses
Our Expenses are tax-free!
t's important to maximise every penny you are owed.
Not just the coffee claims buy travel cost and the biggest one your home office
Our Home office calculator and rental contract will establish what you get tax free.
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Get a Quote
Send us an email and we can start the ball rolling forward.