Expert advice for business owners

Running a business whilst preparing for the future, both personally and for your business is hard. We’re here to help. Complete the form to find out more.

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Preparing for the future, both personally and for your business involves creating a sound plan. Without this you are highly unlikely to achieve your goals and objectives. At Sovereign Wealth in Market Harborough we are specialists in helping business owners achieve their personal and business financial goals.

  • Pension Planning – using the tax advantages of your pension, to help your business grow. This includes, Group Personal Pension Plans, SIPPs and SSAS advice.
  • Corporate and Personal Investment Services – managing your assets, savings, investments and pensions, ourselves, so you benefit from our years of expertise, without incurring additional costs if this task is outsourced, as many advisers do.
  • Remuneration Planning for Directors – creating a tax efficient remuneration strategy for you and your Directors, allowing you to keep more of your income and reach your financial goals more quickly.
  • Tax Efficiency – Considering ways to take money out of your business tax-efficiently; again, lower tax bills will allow you to reach your own financial goals more quickly.
  • Exit Planning Strategies – maximising the sale value of your business, whilst reducing the wealth gains tax you pay, to ensure you benefit from as much of the sales proceeds as possible.
  • Directors’ Share Protection – ensuring that the business survives you, and that your family is protected and that the business is passed on to your family, as tax-efficiently as possible, should you die, allowing them to benefit from its true value and your years of hard work.
  • Keyperson Assurance – protecting your business from the replacement costs of a loss of a key individual in the event of death or serious illness.
  • Cash Management – services to maximise the interest on any corporate cash balances, whilst mitigating the risk of having all your corporate cash in one place.
  • Auto-Enrollment – assisting business owners with complying with workplace pension rules.

I was really impressed with Dan’s honesty, vast knowledge and general friendliness. I had a number of questions about my pensions and he went above and beyond to answer them and really understand me and my family’s circumstances.

B Mace – Northamptonshire

CALL NOW ON 01858 791182