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Financial Planning
for Business owners

Many of our clients are business owners. We work closely with them — and their accountants — to make the most of the Annual Allowance for pension contributions.​

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Director pension contributions can be one of the most effective ways to extract value from your business. They are normally treated as an allowable business expense, reducing your corporation tax while building long-term wealth in a tax-efficient pension. This combination of tax efficiency and strategic investment makes pensions one of the most powerful planning tools available to directors.

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We can also help you consider other areas of financial planning for your business, such as protecting shareholders and key people, designed to safeguard your company and secure your financial future.

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If you’d like to explore how pension contributions and wider financial planning can work for your business, get in touch for a review.

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Tax Planning is not an FCA-regulated activity.

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The value of pensions and investments can fall as well as rise. You may get back less than you invested.

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Argentum House 

510 Bristol Business Park

Coldharbour Lane 

Bristol BS16 1EJ

T: +44 (0)1179 063 431

E:  contact@planfinancial.co.uk

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Plan Financial is a trading style of Plan Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s)under references 440703 440718. Plan Financial Limited, registered office: 510 Bristol Business Park, Coldharbour Lane, Bristol, BS16 1EJ. Company number 09378889. Registered in England and Wales.

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The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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