- My business is my pension” is this a sensible strategy?
- Are you planning to exit your business in the future?
- Are you sure you qualify for 100% Business Property Relief?
- Is your Business Will consistent with you personal Will?
- How confident are you that your business will be able to continue to trade should anything unexpected happen to you or other key Directors / Employees?
- Have you carried out a Business Liability audit?
- Do you have the appropriate Directors & Officers cover in place?
Our service is relevant to companies wherever they are in their lifecycle from start up to exit.*
We spend time understanding what makes a company tick and the specific wealth creation objectives of the owner/directors before putting a plan of action in place.
Additionally we provide our clients with a range of information that I would be happy to extend to you personally. This includes a regular update on all of the financial news in the markets. Click here for more information.
*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place.