Wealth Management Services For Businesses

We work with accountants and their clients to ensure that all tax reliefs are used where applicable. We ensure that the directors understand the options in terms of protecting their business against sudden death or illness and we hold joint meetings with the clients and their accountants in order to get the best financial outcome for the business, its directors and employees. We also advise on corporate investing and we very much see this as a specialist area.

We work with several accountancy firms and business consultants who are able to help with business advisory services, and we complement this process by doing a business financial audit to make the most of tax planning opportunities that are available to company directors.

When engaging with business owners we look at the exit first and then help the client with a plan to realise this. We may call upon business consultants who specialise in increasing the profitability of a business. In the case of family businesses it is our responsibility to educate the next generation.

We understand that when selling a business, countless emotions are at play. The time, effort and dedication that you have given to your business has meant that a lump sum has been realised and this now requires careful and thoughtful management.

We have access to an array of cash management tools which are specifically designed for business and will not jeopardise Business Asset Disposal Relief as of 22nd August 2023.

The Dental sector has been going through a period of consolidation over recent years. We have links to specialist dental accountants and consultants who specialise in helping practices increase their EBITDA.