Owner managed and family businesses are some of our oldest and most important clients. Their fortunes and finances are closely interwoven with the individuals who own them, so it’s imperative that they form part of your overall financial strategy.

We can help maximise the tax efficiency of your business, and ensure that plans are in place to enable it to continue if you or your business partners pass away or become too ill to carry on working.

After all, it is not just your family who stand to lose if your business falters in your absence, but your employees too.

We can help with:

  • Corporate financial planning
  • Succession planning
  • Key man insurance