Business Review

Have you ever had a review of your business, perhaps it is time you did so, we can look at things such as.

What type of share protection do you have in place, if it is a Buy & sell arrangement, do you realise this negates your opportunity to benefit from Business Property Relief on the sale of your business.

Is your business protection written into trust? £450m of Inheritance tax was paid last year due to plans not being put into trust, existing plans not in trust can trigger a charge to CGT, so it may be better to re write them.

Do you have Key Man assurance?

Have your Corporate Pension schemes been reviewed?

If you are a Director is your Spouse protected in the event of your death, fellow Directors are not obliged to declare dividends, would this affect income provision?

Do you have a share or partnership protection plan in place in the event of the death of a Director or Partner?

For a review please call me on 01296 641868

Email us on info@sbfinancial.co.uk Call us on 01296 641 868Use our Contact Form

Please note when reading any information on this website: past performance is no guide to future performance. The value of an investment may go down as well as up and an investor may not get back the full amount invested. Before investing, please ensure that you have read the information set out in the simplified prospectus, which includes full details of the charges. Any material available is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. Opinions expressed on this website represent the views of Stephen Baker Financial Consultants Ltd at the time of publication, are subject to change, and should not be interpreted as investment advice.

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