Managing the risks to your business

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

Rewarding your employees

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

Incentivising Senior Management

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

Preparing for future sale

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

Passing to the next generation

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

exit planning

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

post-sale lifestyle planning

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

Entrepreneur Club

Set your own agenda

Running your own business can be challenging and it’s not always easy to identify the route to success. The Entrepreneur Club is here to help. Our diagnostic tool will enable you to compare confidentially your business with similar businesses on a local and national level. You will receive a valuable insight into your business, providing you with independent confirmation of the areas you excel and helping you identify those areas where change will create significant value.

The tool is designed to pinpoint the issues that really matter to your business and we’ll give you access to the expertise and support you need to drive it to the next level. Together, we’ll make the most of the opportunities available to you.



Thank you for letting us know


If you would like to have more information regarding the club please click here

Your Profile

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UPS was founded by two teenagers who used their bicycles to make deliveries
source: Pressroom.ups.com (19/09/2016)

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Your business at a glance

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Tom Monaghan bought his brother's 50% stake in Domino's for a VW Beetle in 1961
source: Domino's Pizza Enterprises Ltd (19/09/2016)

Your Business Today

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American Airlines saved more than $40,000 a year by giving each passenger one fewer olive
source: the economist (17/12/2015)

NOW WE KNOW MORE ABOUT YOUR BUSINESS WE CAN START TO BUILD YOUR PERSONAL BRIEFING AGENDA

We just need a few more details

Your Business Today

Building your briefing agenda

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Click on the question marks for more information

From time to time, St. James’s Place Wealth Management would also like to share updates, briefings and information about events relevant to you as a business owner. If you are happy to be contacted for this purpose, please confirm that St. James’s Place Wealth Management may reach you by:




The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the St. James's Place Privacy Policy.