We recognise that building a business can be immensely rewarding, however in our experience, successful business owners tend to focus their time and energies on their business, at the expense of their personal needs and requirements. As a wealth management firm that specializes in helping businesses as well as business owners in an individual capacity, we believe we are ideally placed to help you to achieve your business, financial and lifestyle objectives.
Our specialist advice can save you both time and money, and provide the peace of mind to allow you to focus on the successful running of your business. Your Partner will work with you to build a plan focusing on three key areas:
- Exploring the wealth management opportunities that exist to help you invest both the profits you extract from your business over time as well as the proceeds of your exit.
- Planning your exit carefully to ensure that you maximise the value of your business by developing the business for sale.
- Post exit wealth management strategy - This encompasses Inheritance Tax, pensions, and generating a tax efficient income post-sale designed to replace salary/dividends.
As part of this process, we will work closely with your existing professional advisers ensuring you make the most of your business assets. At the same time, we will be working with you to do exactly the same for your personal assets. We believe you should plan for your financial security as rigorously as you plan for your business success. To achieve this, you need an adviser who understands you and your business and will work with you to ensure you obtain the maximum benefit from all your hard work.
Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.