Business owners

As Business Owners ourselves we understand the challenges of managing both business and personal finances and that the two are inextricably linked. Having worked in the business market for over 20 years our knowledge allows us to focus on the integration of personal and corporate financial planning to meet your individual goals and aspirations.

We take time to put in place a plan that takes a holistic approach to your business, your family and your future.

How we can help?

Your Business:

  • Building a tax efficient remuneration strategy for you and your fellow directors, including tax efficient profit extraction strategies.
  • Protecting your business against the sudden loss of a valuable member of the team. If something goes wrong the right Business protection is essential to allow owners to maintain control.
  • Putting in place reward packages for your staff to promote retention and recruitment.
  • With the help of additional professional experts, planning your eventual exit strategy* to maximise the value of your business.

Your family:

  • Help ensure your family is financially secure and can maintain their lifestyle in the event of your demise.
  • Build a strategy to pass on assets in a tax efficient way, including business assets.

Your future:

  • Help your plans come to fruition.
  • Build a strategy that is flexible and can adapt to changes over time.
  • Maintain your lifestyle into retirement.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Exit strategies involve the referral to a service that is separate and distinct to those offered by St. James's Place.

Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in a number of advice areas.