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Corporate & Business Planning

A business is quite often just a separate legal entity for many and we believe the same key aspects of financial planning advice should apply for such.

Capital Managers have considerable experience of providing advice to business owners, key executives and stakeholders in small and medium sized companies.

We often work in conjunction with your other business advisers including banks, accountants and solicitors and may even recommend the introduction of other advisers where added value can be delivered.

The principles of financial planning are often the same as for individuals and may include the following:-

  • Realising and minimising risk to business assets
  • Ensuring tax efficiency on business profits, both retained and extracted
  • Retirement and exit planning