The Business Cycle - A Financial Health Check

 Have you considered the following areas in relation to your business?

 
Starting Up A New Company    

Death in Service Benefit

Yes No

Medical Cover

Yes No

Permanent Health Insurance

Yes No

Critical Illness

Yes No

Keyman Assurance or Partnership Assurance

Yes No

Pension Plan

Yes No

Review Retained Pension Benefits

Yes No
     
Growing the Business    

Tax efficient strategy for extracting profits

Yes No

How to Create Capital out of Pre-Taxed Income

Yes No

Maximising Pension Planning Opportunities Utilising Small Self Administered Schemes and Self Invested Personal Pensions

Yes No

Income Tax Shelter ~ Without Capital Outlay!

Yes No

Capital Gains Tax Shelter ~Without Capital Outlay!

Yes No

Life Boat Strategy ~ Investment Strategy to accumulate assets tax efficiently outside business

Yes No
     
Rewarding and Retaining Key Employees    

Share Options

Yes No

Employee Benefits

Yes No

Executive Financial Counselling

Yes No

In-Career Financial Counselling

Yes No

Retirement Counselling

Yes No
     
Protecting the Business    

Keyman Assurance

Yes No

Partnership Assurance

Yes No

Shareholder Protection Assurance

Yes No
     
Selling the Business    

Capital Gains Tax Shelter Opportunities

Yes No

Flexible Pensions ~ Utilising Phased Retirement/ Income Drawdown to draw benefits in a more flexible, tax efficient and controller manner

Yes No

Inheritance Tax Planning ~ How to "have your cake and eat it" by mitigating IHT and increasing net income

Yes No

Investing proceeds to maximise income and protect capital

Yes No
     
Financial Health Check    
I am a busy individual who finds it difficult to devote sufficient time to create a co-ordinated financial planning strategy. In relation to the "no" answers I have given above, I would welcome an exploratory meeting, without obligation.
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