Financial planning for business owners gives you confidence in your personal and professional financial position. We can help you to structure your cash flow, increase your tax efficiency, protect against risk, and plan for your future retirement.
Arrange your meeting with our York-based independent financial advisers today.
There are lots of government-approved strategies to help you become more tax efficient with your business and personal assets. Tax savings can be made in how you take your income, make your pension contributions, and by leveraging tax-free allowances.
Our financial advisers are here to help you make the most of available tax reliefs in your own finances as well as making sure you aren’t overpaying on tax in your business.
At YorWealth, we take a collaborative approach with your business accountants to ensure your personal wealth and business finances are protected. We advise on ways to build your individual finances outside of your business to help you mitigate risks, grow your savings, and prepare for your eventual retirement.
Together with your accountants, using industry led cashflow forecasting tools, we can work towards your sustainable short-term and long-term financial future.
Knowing you are protected against a wide range of unlikely, but not impossible, circumstances offers great peace of mind. Having key person insurance, life cover and shareholder protection policies protects both your business and individual finances.
Our financial advisers can support you with risk management solutions for your finances, ensuring that you always have funds available no matter what surprises the future might hold.
When you are ready to leave the working world, having a clearly defined succession plan makes that transition easier for everyone. Working with your business accountant, our financial advisers can help you map out a clear retirement plan which can form the basis of your exit and succession strategy.
Many clients come to us with the idea of using their business as their pension. While this is a great baseline – what happens if circumstances change and the sale is much less than you were anticipating? It is a far smarter financial choice to be investing in a pension pot while you’re earning, giving you a solid foundation for retirement. Learn more about retirement planning here.
If you would like to arrange a meeting with one of our independent advisers in York for support with your personal and business financial planning, please get in touch. We have extensive experience in helping business owners and high earners manage their money, increase tax efficiency, and plan for the future.
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We process your data securely under these new statutory frameworks to protect your financial future.
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