Strategic Planning

When you’re concentrating on the day to day running of your business, it can be hard to find the time to plan for its future.

In order to achieve controlled, sustainable growth, you need to have your finances in order. With your knowledge of the business and our expert support services, we can work together to help grow your business and increase its profitability.

Lifelong security

With our years of experience, we can safely guide your financial affairs over the course of your lifetime, from funding for school fees and provision for university costs, to wealth accumulation through savings and investment. While our Inheritance Tax Planning helps keep the fruits of your labour in the family.

We can offer advice in the following areas:

• Buying and selling a business.

• Arranging finance and structuring debt.

• Business planning.

To help guarantee you get off to the best possible start, we offer a free initial consultation for new businesses providing advice on funding, business planning, cash flow, tax compliance and record keeping. For existing businesses, our services cover everything from performance and year-end tax mitigation to pension provision and succession planning.

We are also experts at funding for expansion, asset finance and debt repayment. And when you’re ready to step back from the fray, we can help with the sale or management buy-out of your business.