I would like to understand how my business and I can be protected in terms of:
My illness
Being unable to work
Medical cover
Loss of a key
Director / Employee
Employer Liability
Business Risk
Loss / Damage to premises and business assets
Patent and intellectual property
Protecting my shareholders
I would like to understand more about the benefits i COULD
MAKE
AVAILABLE TO MY EMPLOYEES:
a lump sum in the event of an employee's death
Income replacement in the event of an
employee being unable to work
Private medical cover
Auto-enrolment / Pension benefits
Employee benefit administration
I would like to understand more about how to incentivise my senior management:
Share options
Director pensions
Managing pension lifetime allowance agreements
Shareholder agreements
financial education programme
I would like to ensure that I maximise the proceeds from my business exit:
Withdrawing capital tax efficiently
Minimising my cgt exposure
Minimising my iht exposure
Maximising business valuations
I want to ensure my business is in safe hands:
Obtaining growth capital without diluting shareholder structure
Incentivising professional management
Conflict resolution
Managing shareholder liquidity events
Financial education for my successors
Funding my retirement lifestyle
i want to maximise possible return from my business sale:
advice on business sale valuations
advice on exit strategy
– business sale
– aim listing
– ipo
Tax-efficient capital extraction
minimising my CGT exposure
minimising my IHT exposure
funding my retirement plan
i want to ensure that i enjoy a financially secure future lifestyle:
investing to fund for retirement
creating tax-efficient income
investing in new business opportunities
creating a financial legacy for the next generation
managing my tax exposure
philanthropy / charitable giving