Regular review of your business and how to extract profits tax efficiently is available through working with a financial planner and accountants to ensure you have a clear year by year plan to receive the income you need for your hard earned efforts and have something put aside for the future as well.
Workplace pensions are now in place for all, but are you maximising the tax efficiency of pensions and other tax efficient wrappers to ensure that you are building up a nest egg for retirement?
Review any existing pensions that you have from your employment history.
Annual accounting reviews to calculate profits and consider the surplus and how it could work for you and the business.
Other tax efficient wrappers can be utilised to invest and create a tax efficient capital sum to utilise in retirement.
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.