Business Planning

Advice built for the way you actually earn a living.

Running your own business means your personal and business finances are wound up together. Good planning treats them as one, so the tax-efficient thing at work isn't the thing that hurts you personally, and vice versa.

What I help with

  • Tax-efficient director remuneration: salary vs dividends vs pension
  • Employer pension contributions as part of a long-term plan
  • Key-person and shareholder protection for the business
  • Extracting wealth from the business over the long term
  • Planning an eventual exit, sale, or succession
  • Joined-up advice between you, your accountant, and your solicitor when it matters

Who this is for

Mainly Ltd company directors, especially owner-managers of small and medium-sized businesses. I work closely with accountants across the UK, so if you’ve already got one you trust, we’ll plug into that relationship rather than replace it.

Ready when you are.

Book a free, no-pressure discovery call. Thirty minutes to figure out if we’re a fit.

Book a free discovery call