As a business owner, your financial needs are unique. That is why a bespoke financial plan can be the key to a secure and prosperous future. Check all the options on how you can protect yourself, your income, your business and your team and be well-prepared for any challenges that may arise along the way.
To ensure that your business can deliver the future that you want, you should have a goals based plan and answer three questions:
We will help you build a plan for a business exit or share sale tax-efficiently using all the relevant allowances and reliefs. One thing is certain, without proper planning you could get stuck.
We can help you to answer the questions above, take control of both your personal and business financial strategies and deliver the retirement and lifestyle that you want.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
You can benefit from our advice if you are a company shareholder, and:
With good planning and clear direction, the above events can enhance your ‘Future Perfect’. However, these transactions are often complicated with strict terms, varying strategies and numerous tax implications that may impact your future financial wellbeing.
Your time and effort are invaluable to the company, but have you considered the impact on your business if you were unable to work? There are solutions on how you secure your business's success and the financial future of your family.
Planning to protect your key person can help you deal with unexpected consequences:
You and your family can be financially protected in the event of an unexpected interruption to your income. You can have peace of mind to focus on your recovery without worrying about the financial impact of not being able to work, in case of illness.
We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure financial future.
Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.
© Castell Wealth Management Limited. 2023.
SJP approved as at 24/11/2023