Business Owners: Business Owners are most often tied up with the day to day reality of running their own business, and often trying to juggle family/private life at the same time.

It is often difficult to visualise the future and possibly and end game of your business, be it the eventual sale of the business or the passing to a new generation, or possibly a simple winding down

We will provide clear simple advice on how your pension planning integrates into all this, such as revenue maximum funding allowed, what business or agricultural reliefs are available and what is the optimal strategy on this that allows you to avail fully of any tax reliefs available. 

Business owners also need to be aware of the effect a death or serious illness of a business partner, how is this treated tax wise on the transfer of shares and how insurance can be used to mitigate this through Corporate Co Director Share buy Backs using life cover policies.

We will integrate all these moving parts into a plan that’s easy for you to follow and implement.