Financial Planning for Directors
What is Financial Planning for Directors?
As a business owner, director or partner you have the privileged position of being able to organise your financial affairs in the most tax efficient and cost effective way.
You also should consider that you are most likely to have a greater need for more sophisticated protection and estate planning to ensure that the business, and in turn you and your family, are protected from unforeseen events.
What should be considered in Financial Planning for Directors?
− Directors Retirement Planning
− Key Person Protection
− Shareholder and Partnership Protection
(or Owner Protection)
− Tax efficient Commercial Property Purchase
− Tax efficient Life Cover – Relevant Life Plan
Jay Financial can take you through all the options available, to ensure you tailor your cover to suit your needs.
or Call 01283 761866.