These are our Tax Consultancy and Advice services.
YOU HAVE A STABLE BUSINESS – EXTRACT MORE VALUE
Your business has a good track record of performance:
- with regular recurring income,
- growth over a prolonged period of time,
- and has withstood difficulties
This foundation of stability is a great indicator of the value of your business which at some point we will help you capitalise upon, when looking to exit.
However, before this time, you can and should start to look at the different ways to extract more value for you, and your family, achieve your real-life number and financial freedom quicker.
YOUR REAL LIFE NUMBER
This might not be a phrase you are familiar with but it is essentially the number that connects everything behind the scenes that you are working towards in your life; things like your next house, next big investment, or your pension pot.
It’s the number that will enable you to get the life you want, both now and in the future.
But it’s only by considering the tax efficiency of seven key areas of your life together with your business, that you can reach your real-life number quicker:
- Your Immediate family
- Protection Investments
- Big Lifestyle Investments
- Family Investments
- Pension Investments
- Lifetime Investments
- Lifestyle investments
Take a look at the attachment for more information on each of the above areas. Download attachment
GETTING STARTED – DISCOVERY INFORMATION
If you are serious about getting more value out of your business and achieving the things you want from life tax efficiently, you have to be ready to think hard and share information on the above seven areas of your life. Because your version of financial freedom is yours.
Below is a link to a discovery form centred around these areas:
DISCOVERY FORM - Download here
If you want to explore this with us and take the next step, please fill out and return this form.
You’ll notice it does require a certain level of detail, but we assure you it is time well invested if you’re want to get the results. We capture this information via a form away from us, as it’s not something to rush or be pushed on by us. You need time to think about it properly. To help we’ve put together some guidance ‘Why do we need this information’ download and refer to this if you’re unsure at all.