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Working with Business owners and Fintech leaders to achieve their financial goals

As a business owner or Fintech executive, you probably encounter various financial challenges alongside your professional commitments. The extremely busy nature of your working life can leave little time for attending to financial arrangements which require careful attention.

You might experience complications surrounding the overlap within your personal and business finances and find it a challenge to balance risk in your business and investment portfolio. Whether you are working in a start-up or a more established business, our expert advisers can help you across several areas.

Shares Planning

Whether moderate or very significant, you may have accumulated shareholdings from various sources, such as holdings in company share schemes. Our advisers with specialist expertise will analyse this and construct the most suitable investment portfolio accordingly.

Tax allowances and efficiencies

Using all appropriate tax allowances and efficiencies, Including advice on the tax implications and efficient disposal of any share entitlements and aligning your wider portfolio and business interests.

Personal or stakeholder pensions for business owners

This includes occupational pension schemes. You may be a member of a scheme to which you or your company contribute and adhering to schemes and their specific rules is crucial. Importantly we can help plan for matters such as: annual pension allowance, lifetime allowance and the benefits available to your family.

Investment and potential tax benefits for small business owners

We can also advise on as well as personal finances. Your business may benefit from advice around: investing surplus cash within your business, employee pension schemes, key person insurance, as well as life cover and other benefits.

Benefits

Understand your wider firm benefits and how they fit with your personal and family financial planning – including life insurance, income protection and critical illness cover. This can help you to make sure you have enough to protect your family, should the unexpected happen.

Planning to exit businesses

We can also help with financial planning around your departure from the business, whether that comes through achieving unicorn status or from the profit you have received that you may now wish to reinvest to help meet your financial objectives.

Your Saunderson House adviser will work with you to understand, construct and execute your financial strategy, and establish your risk appetite and time horizon in order to construct an appropriate investment portfolio for you.

We will then apply the appropriate elements of our services to fit with your financial needs, for instance planning for retirementcash-flow planning and advising on how to best use tax allowances. For more information regarding our advice and guidance on financial planning for business owners, please get in touch.

Key Contact

Ian McNally
Director
Ian began his career in Financial Services in 1986 Read More

What We Do

2018 Research Report: Financial Wellbeing
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Our latest research explores what High Net Worth individuals understand financial wellbeing to be and identifies the key factors that can create a sense of wellbeing. We found that while money remains important, pounds and pence are no longer the only yardstick for success, and emotional factors are considered among the most important drivers.

The full report, Financial Wellbeing: more than just pounds and pence is available to download now.

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.

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