Business Financial Planning

Partners / Shareholders

When people go into business there a lot of issues to be considered. A number of issues are often missed or dealt with inadequately.

The evolving needs of a business require effective planning, from inception through to retirement.

A man in a suit standing on a hedge mazePoints to consider:

  • When does the partner / director want to retire?
  • How does he/she realise their share in the business?
  • Who owns the business and in what proportion?
  • How should income be taken?
  • Do you own the business premises?
  • What happens if a partner / director dies or suffers a long-term illness?
  • Can profits be extracted in a tax efficient manner?
  • What are the options?

Please call us on 01978 346960 or complete an enquiry form for further information or to arrange an initial free consultation.


Kingsway Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Reg. No. 452538 *

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