Who we help
Business owners and entrepreneurs
Most owners have too much of their net worth tied to one asset — the company. We help you build wealth outside the business, and make the most of it when you sell.
Surplus company cash
Cash sitting on the balance sheet loses value in real terms. We look at deposit ladders, fixed income and corporate investment accounts with the right risk profile.
Pensions and remuneration
Employer pension contributions are often the most tax-efficient way to extract profit. We model salary, dividend and pension mixes together.
Exit and sale planning
Preparation matters years before completion. We work alongside your accountant and corporate finance adviser on relief eligibility and post-sale investment.
Life after the sale
A structured plan for the proceeds: income, tax, family gifting and philanthropy, so a one-off event becomes long-term security.