Kirk Newsholme Financial Planning are well placed to help company founders and directors deal with the many financial planning issues that arise during the life of a business. For many years, we’ve worked with businesses of all sizes and helped the people who run them to achieve their personal and business objectives.
Like most people, you probably hope to enjoy a similar standard of living in retirement as you do during your working life – but achieving this means that you need to plan in advance.
If you are in business, considering your exit strategy is a priority. Will you withdraw from the business, leaving it for the next generation, or do you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business or find a suitable buyer? And are you aware of all the tax implications of the timing of disposals? We aim to help with all these crucial considerations.
Have you made adequate pension provision, and do you have the most suitable type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?
Protecting your profits is vital at any stage of your business lifecycle, from start-up to growth and eventual sale. Planning is crucial – and our advisors can work closely with you to help introduce a greater degree of security to your business and its future performance.