You’ve built something incredible. But now what?
Sanjay came to us with company profits sitting in the bank, a personal pension he hadn’t touched in years, and a vague plan to “exit one day.”
Now? He’s extracting tax-efficient income, has director protection in place, and a multi-generational wealth strategy.
What we can do for you:
- Salary, dividends, pension blend — keep more of what you earn
- Use BR and VCT/EIS where it fits. Smart tax mitigation that HMRC won’t frown at
- Director & key person protection. Guard your firm’s future
- Exit planning & intergenerational strategy
You don’t need more products. You need someone who gets business owners.
Let’s map out your profit extraction and future freedom.