Business Owners

Combining personal and business financial planning helps business owners balance income, protect their business, and plan a smooth, tax-friendly exit.

One of the best ways to extract profits from your business is through pension contributions. We examine pensions for business owners.

The joint expertise of a financial planner and accountant could prove more fruitful than if you were to keep the two parties separate

Running your own business allows you to take advantage of certain tax rules that allow you to extract profit efficiently

Specialist financial planner Nick Cohen gives his top five tips on how business owners can make their future more financially secure

More and more people are choosing to take a phased retirement, and many are using retirement as the opportunity to start-up a new business

Are you prepared if a co-shareholder dies suddenly? Without a shareholder protection strategy in place, you could lose control of your business

How can you prepare for the death of a business partner? We look at the key questions and planning options business owners should consider

Annuities are insurance products that let you exchange your pension pot (minus your tax-free cash) for a guaranteed, regular income for the rest of your life. Buying an annuity used to be the only option available to most people taking their pension.

The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.