About You
Your financial goals are what matters so we begin with the end in mind.
Business Owners
You’ve built an amazing business through sacrifice, vision and a mixture of hard work and good fortune. Whether you are a serial entrepreneur or a business owner we are here to help ensure that your personal and business goals are aligned from growth to exit.
- How much do I need to sell my business for?
- When is the right time to sell?
We can help answer these questions by using cashflow planning and work with relevant professionals to help you maximise the value from your business.
- How do I withdraw money from the business tax efficiently?
- Should I rely on my business as my retirement plan?
- What happens to my business if either my business partner or I die?
Individuals & Families
Life is for living – we get that. You are busy – we know that. Let us help take away the burden of financial decisions and build a robust plan for the future – your future and your now.
- How much do I need to save for my retirement?
- When can I retire comfortably?
- How much should I save for my children?
- How do I choose the right investments for me?
- How will I be affected by Inheritance Tax?
- How do I protect my family in the event of my death?
Retirees
Whether you want to plan for a future retirement or you are already retired, you should be feeling excited and reassured about your financial future. You want to be able to relax about your money and focus on what’s really important to you.
- Will the money run out before I do?
- What pot do I take money from to fund my lifestyle tax efficiently?
- How much is enough?
- Can I give money away without changing my lifestyle?
- Will my income change if markets fall?
Intergenerational Wealth
You want to ensure that your wealth is protected and used for the benefit of your family. Whether your goal is to leave money to your family on death or gift during your lifetime so you can watch them enjoy it– opening up possibilities for them. We can help you do this in a tax efficient way through trust and estate planning.
- Will I have sufficient funds to maintain my lifestyle?
- How do I gift money to my children/grandchildren but also protect the gift in the unfortunate event of their potential bankruptcy or divorce?
- Can I maintain control of the money?
- Can I draw an income from the money that’s been gifted?
