Business Owner Consultation
ADVICE FOR YOU AND YOUR BUSINESS
€400
Running a business leaves little time for your own finances. Our business owner consultation covers both sides — extracting value from your company tax-efficiently, protecting the business, and building your personal wealth.
We can help you with
What we do
- Review your personal and company financial position together.
- Advise on pension structures for directors and key staff.
- Assess keyperson and shareholder protection needs.
- Plan tax-efficient ways to extract value from your business.
- Coordinate with your accountant where useful.
Why book a business owner consultation?
Company directors have opportunities unavailable to PAYE employees — particularly around pension funding, where the company can make substantial employer contributions on your behalf. Used well, these can transform your long-term financial position.
Equally, many businesses would struggle to survive the sudden loss of a key person or shareholder. We help you put pragmatic protections in place so the business — and your family's stake in it — is secure.
Business Owner Consultation FAQs
Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these products you may lose some or all of the money you invest.
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Book a consultation with a regulated advisor and take the first step today.