Our Approach for Business Owners
We offer a comprehensive range of services to address the specific needs of business owners:
- Business Vision Analysis: We take the time to understand your business goals, growth plans, and long-term aspirations, whether it's selling, passing it on to family, or developing a succession plan.
- Business Protection: Safeguard your business with solutions like shareholder protection, key person insurance, and relevant life policies, ensuring stability no matter what challenges arise.
- Tax-Efficient Strategies: We’ll help you navigate the complexities of tax, devising strategies to extract profits efficiently. From corporate tax planning to director remuneration strategies, we ensure your business runs as tax-efficiently as possible.
- Pension Planning: We assist with both personal and workplace pension schemes, ensuring they align with your goals and maximize benefits.
- Employee Benefits Schemes: From flexible benefits to salary sacrifice, health insurance, and key person insurance, we handle all aspects of employee benefits.
- Exit Strategy Development: Whether your goal is to sell, transition leadership, or pass on the business, we’ll help you design a comprehensive exit strategy.
Balancing Business and Personal Financial Success
As business owners ourselves, we recognize the importance of balancing business success with personal financial security. Our services extend beyond your business to ensure your personal financial journey is equally well-planned:
- Long-term Planning: We help map out your personal financial goals, including retirement planning and tax planning.
- Wealth Management: Our team provides expert advice on investments, ISAs, and other financial instruments to grow and protect your personal wealth.
- Estate Planning: We assist with trusts and estate planning to ensure your assets are distributed according to your wishes.
Partner With Us
By partnering with Build Financial Plan, you gain a trusted advisor who understands the intricacies of both business and personal finance. We're committed to helping you achieve success in your business while securing a bright financial future for you and your family.
