Financial Planning for Businesses And for People in Business (MAR 2020)


We, as financial advisers, play a critical role in helping businesses and it’s people involved plan for their future.

The guide explains what that role is and how it works. It produces a simple explanation of why anyone who is in business on their own account, self-employed, in partnership or a shareholder/director of their own company, can use financial planning to help with their business requirements.

Many people in this position segregate their business and personal positions. However, retirement planning, succession planning, protection and tax are all wrapped up together and the financial planning solutions work just as well for the business as they do for the individual.

To read the full guide click on the link below:

FINANCIAL PLANNING FOR BUSINESS.pdf


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