If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?
Have you made adequate pension provision, and do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?
Savings and investments
Do you have the right balance between savings and investments, and between high and low risk exposures?
Life assurance and long-term care
Do you have adequate life assurance, and have you made provision for long-term care and medical insurance for you and your spouse in your later years.
We can help you answer all these questions and recommend solutions tailored to your particular needs.
What Our Customers Are Saying
Don’t just take it from us, let our customers do the talking!
"Robert has been my accountant since 2004: he's always made time for me; has encouraged me in my business; has introduced me to one of my major clients... I love his easy going manner... he has a great team of people and bottom line, I trust him!"
"Robert has advised me on what to do and when to do it in respect of finances. He's also an excellent networker."
"It was with Roberts' assitance that I set up Deanem Collections Ltd without his continued support & knowledge I would be a lot poorer."