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Business Owners
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Running a business is never easy and as a business owner or entrepreneur, your time is precious. Whilst you may have firm control of your business finances, finding time for financial planning may be harder. We help you create the time and space to take a holistic approach to your business and personal wealth by supporting you along the way.
Michelle’s Experience
We firstly took the time to understand Michelle and her business, plans for growth and long-term aspirations. We agreed with her to adopt a holistic approach to our review, ensuring she had a thorough and efficient strategy for tax, profits, protection and the future of her business.
Michelle wanted to be certain that the savings and investments she had built up were working as hard as she did. To achieve this, we reviewed Michelle’s current position and made recommendations to help her achieve her investment and retirement goals.
Another key concern for Michelle, was that something unexpected may happen to her; she is the business and it would not function well without her. We worked with Michelle to ensure she and her family were protected both through illness or death and agreed we would be there to provide the appropriate advice to her or her family during any difficult period.
Michelle’s aim was to sell her business in the future, we agreed to review her plans annually which ensured she was best placed to accept an offer that was made. The planning also allowed Michelle to receive the payment in the most tax efficient manner whilst securing the future of her children with the use of a trust.
TESTIMONIALS
Kind words from our customers
Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your team, I am always impressed by the level of knowledge...
Christian Stanley
I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout this time they have carefully and sympathetically managed my small...
John Branscombe
We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...
Adrian Cowley