Financial Planning For Business Owners
New Vision provide a comprehensive range of assistance and support to business owner clients.
Our aim is to remove the hassle of wealth administration and bring simplicity and peace of mind to you.
We believe wealth is about so much more than money, that’s why we start with you and not your money.
As a business owner, we recognise how busy you are...
We are here to find out what you really want from life, what’s really important to you, and how you would like to shape your future.
Our service is tailored to your specific needs and includes the following
Regular meetings
We acknowledge that you will want to be seen regularly, the only
question is how often? At the beginning of your journey, we mutually
agree an annual review schedule that works for you, locking in key
dates and timing.
Keeping you informed
During times like these clients have told us they would like to stay close
and be kept informed on a regular basis, so that’s exactly what we do.
We know you are busy, so we act as your eyes and ears and only get in
touch when something affects you directly. All communications will be
short, sharp and to the point - no fluff.
Adviser access
If you need to contact your adviser between review dates we are
available via a range of communication options. We also work with your other advisers, acting as a facilitator, holding the big picture and using our own and other specialist's knowledge and experience.
How we help Business Owners
Protect your business from profit loss or getting into the wrong hands
In the event of unexpected death or disablement of partners or directors, complications can arise. In other words when it comes to ownership and/or the company finances.
We discover how much money is enough, allowing you to step back or retire
Checking you're on the right track. Furthermore creating a projection of your future finances.
It's important to ensure that you only pay the necessary tax
Make the most out of Government's allowances and tax reliefs.
Supporting you with estate planning and inheritance tax mitigation.
We help you create a robust business plan for exiting, selling, or transferring ownership of your business
Being your trusted adviser throughout the journey.
Taking the whole of your life ambitions into account.
Extracting profits from the company tax efficiently
Making full use of pensions and other well used, tried and trusted strategies.
Invest in any excess capital outside your day to day cashflow needs
Managing your corporate and personal investments effectively.
We help you to deal with broader family issues
Finding money for education for children or grandchildren.
Funding for care for elderly parents.
Advising on a property purchase or debt reduction for your children.
Gifting money sensibly and safely down through the generations.
Ensure you have the right financial packages necessary to retain key staff
Ensuring your business complies with automatic enrolment. Including unravelling the complexities of employee pensions.
Exploring other financial incentives for staff.
Contact Form
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