Business owners


Using legitimate, Government approved solutions, we can help you reduce your corporation, income, capital gains and inheritance tax liabilities.

And when it comes to planning your life after you’ve left or sold your business, our experts will help make sure you don’t have all your eggs in one basket. After all, you may want to retire when it’s not actually a good time to sell.

Services include, but are not limited to:

  • Profit extraction & legitimate tax minimisation
  • Planning for business sale & protecting the proceeds
  • Retirement planning, income streams & pension maximisation
  • Personal taxation planning

If you’ve worked hard to build a successful business, we can help you maximise your income whilst you’re working. We’ll also help you to protect the wealth you’ve generated to provide for your retirement and for future generations too.

So if you want to make sure that your business is really working for you and your financial future, do get in touch. We want to make sure you make the right decisions for you and your business.

Don’t leave it too late – call us on 01908 523 740

We appreciate that relying on others to help make your financial decisions is not always easy. Having trust in your adviser is essential to the process, which is why we offer you the opportunity to speak to other business owner clients. That way you can be certain that choosing to work with us is the right decision for you.

Business services

For details of how we can help you to support your employees, take a look at our ‘Business services’ page.

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Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

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16 Questions To Ask Your Independent Financial Adviser

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