Financial Planning for Business Owners
Supporting your business, your wealth and your future
Running a successful business brings both financial opportunities and challenges. As your business grows, so too can the complexity of your personal finances. For many business owners, the business represents a significant part of their overall wealth, making it important to consider your business and personal finances together. Whether you're growing an owner-managed business, deciding how best to take profits, investing surplus capital or planning for a future business exit, a joined-up financial plan can help you make informed decisions today while preparing for what comes next.
At Lathe & Co
We work with company directors, shareholders, partners and entrepreneurs across the UK, providing financial planning that's tailored to both personal and business objectives.
We'll take the time to understand your business, your personal financial position and what you want to achieve. From extracting profits tax efficiently and investing surplus capital to planning for retirement, protecting your business and preparing for an eventual exit, we'll help ensure the wealth you're building through your business supports your wider financial goals.
As your business evolves, we'll continue to review your financial plan and adapt it as your priorities and circumstances change. Where appropriate, we'll also work alongside your accountant, solicitor and other professional advisers to provide a joined-up approach.
How can we help?
- Tax-efficient profit extraction
- Investing surplus business capital
- Business protection
- Shareholder protection
- Succession planning
- Exit planning
- Estate and Inheritance Tax planning
FAQs
Other solutions
Tax Planning
Effective tax planning can make a significant difference to your long-term financial wellbeing. We'll help you make the most of available allowances and reliefs while ensuring your wealth is managed as tax efficiently as possible.
PE-Backed Business Owners
Private equity investment can significantly change your personal financial position. From investing proceeds and managing retained equity to planning for future liquidity events and business exits, we help PE-backed business owners build a financial plan around their business interests, personal wealth and future goals.
Protection
The right financial protection provides reassurance when life doesn't go to plan. We'll help you protect the people and things that matter most with cover that's appropriate for your circumstances.
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