Consultation
Business owner wealth consulting
Coordinating director pension contributions, dividend versus salary choices, and personal protection when company cash needs collide with household goals.
Who this is for
Owner-managers of UK limited companies with established trading history. Common briefs include funding a first substantial pension contribution from retained profits, comparing relevant-earnings limits, and aligning key-person cover with personal life assurance.
Included
- Review of company accounts extracts and director remuneration history
- Options for pension contributions versus taxable extraction
- Personal protection gap analysis relative to business debt guarantees
- Written briefing for you and, if you wish, your accountant
Excluded
We do not replace your accountant or solicitor. Corporation tax computations and shareholder agreements remain with those advisers.