Business Owner Wealth Structuring

Engagement outline

Coordinate personal pensions, company contributions, and extraction planning with your accountant for directors and partners. Work begins with a scoped fact-find, continues with product research suited to your circumstances, and closes with a written recommendation you can keep alongside your solicitor or accountant’s files.

Duration: Ongoing or project-based engagements

Delivery: Joint meetings with your accountant where useful

Fees: Quote based on company complexity and adviser hours