Consultation
Business Owner Financial Planning
Personal and company-side planning for directors: pensions, dividends, cash extraction, and succession readiness.
Who it is for
Limited company directors and partners balancing personal wealth with business cash flow
What you receive
A coordinated plan covering director pensions, remuneration shape, and personal investment goals
Included
- Review of company pension contributions and personal allowances
- Cash extraction options discussed with your accountant’s tax view in mind
- Personal investment and protection recommendations
- Written plan for you and your board notes
Not included
- Accountancy, payroll, or corporation tax filing
- Corporate finance or business valuation
How the engagement runs
- Discovery with director and, where useful, accountant
- Modelling of contribution and extraction scenarios
- Presentation and written recommendations
Preparation
Company accounts summary, salary/dividend history, existing pension details
Constraints
We advise on personal financial matters; company legal structure remains with your solicitor and accountant