Start-Up to Exit Strategy: Financial planning for business owners

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

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business planning

What family business owners need to know about protecting their business

Specialist financial planner Tara Dixon looks at different personal protection options to help secure your and your family’s financial wellbeing

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Chris Masley

Business protection for small businesses

Small business owners could be putting their livelihoods at risk unnecessarily, according to Chris Masley, he explains why policies like key person protection, shareholder protection and relevant life cover are well worth consideration

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Understanding shareholder protection

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

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What are your options when a business partner dies?

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

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