For company owners, professional tailored financial planning advice is key, and should include strategic retirement planning, as well as a focus on health related risks for themselves and their key employees.
All business owners understand their importance, and want a trusted financial advisor, who can genuinely add value. We have been advising company owners for over 15 years and can help you find the most cost-effective tax-saving solutions, to afford you peace of mind today and for the future.,
As a business owner, perhaps you still need to seriously address your retirement planning and or protection needs, or you already have a financial adviser, but you require an improved service, expect better results or lower costs.
Our highly cost and tax-effective financial solutions and are tailored to you and your business with a trusted supportive professional relationship in mind.
Our comprehensive financial advice is focused on:
The first thing to address is protecting your own income, what if you had an accident, became seriously ill, or worse still your income fully disappeared. You can use company funds and gain premium tax-relief on.
Key Person Insurance
If you're a new business raising investment capital, taking out a business loan or seeking to protect against the impact of key employees' serious illness or premature death.
Company owners can use company monies, as opposed to their own pocket, to fund for substantial benefits in retirement, to include a tax-free lump sum. We advise you on how to minimise taxes and reduce investment costs whilst designing an investment strategy specific to your needs.
When a company leaves money on deposit, it is subject to 25% Corporation Tax on this non-trading income. Most companies are also be subject to an additional surcharge of 20%, if monies remain undistributed within 18 months of the accounting period, in which those profits arose. Investment Bonds and Structured Deposits offer a real value alternative.
We partner all leading life insurers and asset managers operating within in the Republic of Ireland.
Our business owner advice involves a simple 4 step process.
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