expert FINANCIAL PLANNING FOR BUSINESS OWNERS AND EXECUTIVES
We specialise in helping business owners and executives organise, invest and protect their wealth before and after significant life and financial events. This may include selling a business, preparing for retirement, managing concentrated wealth, extracting profits tax-efficiently, funding pensions and ISAs, or planning for inheritance tax.
Building and running a great business is one of life’s great adventures. Fortune favours the brave, and successfully navigating the responsibilities and risks brings the potential for significant financial success. A capital event is often the ultimate reward for those that build successful businesses.
This brings unique challenges, and the major financial decisions that arise often require careful planning. Over the years we've advised some of the UK's most successful business owners and executives, helping them navigate this often complex area.
Common questions we help business owners answer include:
How do I build value in my business?
How do I prepare my business for sale?
When is the right time to exit?
How do I realise the value I have created?
What should I do with the proceeds of a sale?
Achieving an exit is likely to be one of the biggest financial events of your life. We can help you plan for the sale of your business, deploy the sale proceeds effectively, safeguard your family’s financial future, and maximise the long-term value you’ve created.
Executives, meanwhile, may benefit from share schemes and equity awards such as EMI options, RSUs and PSUs. These arrangements can create significant wealth but may also introduce tax complexity and concentration risk as an increasing proportion of your financial future becomes linked to the fortunes of a single company.
We can help you manage risk, realise the value in shareholdings and make informed decisions about how best to invest and structure your wealth.
We typically work with business owners, executives and families with £1m or more of investable wealth, or those approaching a significant capital event that is likely to create substantial wealth in the near future.
