Business owners
It may be that you want to check to see if you are extracting profit in the most tax efficient manner.
- Salary
- Bonus
- Dividend
- Pension
- Capital Extraction
- Family Investment Company
Perhaps you would like a simple financial health check on your directors’ pensions or employee benefits.
- SSAS review
- SIPP assessment
- Workplace pension
- Group risk and relevant life
Maybe you need to focus on partners, shareholders and keypersons.
- Partnership protection
- Shareholder cover
- Keyman risk
It could be that the business has surplus cash to invest tax efficiently.
Trustees
Perhaps you are trustees looking to invest trust funds tax efficiently for this and future generations of beneficiary.
‘It is amazing to think about the changes that have happened since I first became involved with businesses and trusts over 30 years ago.’
For further information,
please call us on 020 7256 9878
or email us advice@professionalassured.co.uk
and we will get back to you.