Planning for Businesses
PLANNING FOR BUSINESSes
Along with running their Business, Owners have the task of managing the finances and more specifically: tax planning, risk management, investment planning, retirement planning and gift / estate planning.
We will work with your accountants & Legal Advisors, to develop future plans and make these tasks less onerous on the Business Owner.
A good financial plan for Businesses contains seven key components:
- Budgeting and taxes.
- Managing liquidity, or ready access to cash.
- Financing large purchases.
- Managing your risk.
- Investing your money.
- Planning for retirement and the transfer of your wealth.
- Communication and record keeping
The plan helps a business owner to better manage cash flow by preparing for situations that could result in cash shortages, such as seasonal fluctuations in revenues.
The plan will also provide tax efficient strategies for extracting wealth from the business and into your personal name.
” I have been a client of Ian’s for many years, he has provided sound advice, has listened carefully to my requirements and concerns, and has ensured investments meet my needs. He is easy to work with and follows up quickly on requests. He provides a range of options and provides recommendations but leaves the final decision to his clients. “
” I have been working with Ian, with regards my Pension/Investment planning since 2013. He has been most professional and efficient in all of our dealings. I have been very impressed with his knowledge and expertise in all areas of Financial planning and his ability to build a strong working relationship. “
investment planning CASE STUDY
A new Client was referred to us by a Legal Firm. This Client had considerable investment assets but was unsure how they were invested at that point. We discussed the goals and objectives for the funds, this gave us the starting point for building the investment plan. Income from the investments was a key objective.
We discussed attitude to investment risk and what the level of tolerance was regarding risk. We performed the due diligence on the existing investments and revised the investment plan.
We provided detailed summary on our proposal and ensured the Client had a clear understanding of where the funds would be invested. The Client is now confident that an income can be provided for from the Investment Plan and the funds are invested appropriately.
CONTACT US TODAY
This is an opportunity to chat through your financial goals. I’m happy to listen and make some suggestions.
If you like what you see and want to know more about what we can do for you, please contact me using the form here or by emailing firstname.lastname@example.org.