This successful company in the East Midlands had accumulated significant cash within the business and the two directors’ main concerns were around how they could maximise their personal wealth and minimise tax in a safe and efficient way
Once we had the opportunity to understand their goals, values and what was important to both of them, we worked in collaboration with their accountant and solicitor to create a series of solutions that formed part of an overall financial plan.
We were able to help them to implement the financial plan that included using some of their existing arrangements, building on what they already had and creating a framework that properly protected their business for each other and their families.
They are now in a position to move a property asset from the company’s ownership to their own, securing a long-term income that will serve them both well in years to come and is also protected from any future creditors of the business.
These two directors now have a financial plan for their future that is truly about reducing risk from life’s unexpected surprises and maximising their personal wealth.
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