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Business Owner Services

You have worked hard to establish and grow your business, so we will help your business work hard for you.
Our Services

Get the most from your business

Being a business owner is a big responsibility and frequently requires you to wear many hats and juggle multiple priorities. Often, when you are busy managing the day-to-day, you do not have the time to think about or plan your and your employees' financial security. Appropriate financial business planning from Foresight can help you retain key staff, ensure business continuity and allow you to enjoy the fruits of your labour.

As you journey through your business life, your needs and financial position will undoubtedly change, and we will be alongside to adapt your planning. Whether you are planning to exit your business or are still very much involved in its running, we are on hand to guide your financial decisions and maximise your returns. And as experts in individual wealth management, we can also ensure that your business's financial planning dovetails into your personal financial plan.

Our Business Owner Services

Our financial advisers are experienced in all areas of business financial planning and work alongside other professionals to create robust strategies for you and your business's future. Specifically, we can assist you with the following:
The reward for your hard work in owning and running a business is the profit you can extract from it. However, as you have to pay tax on any income you draw from your company, the challenge is extracting this profit tax-efficiently. Contributing to a director's pension or reinvesting profit into companies that attract tax relief (for example Enterprise Investment Scheme or Venture Capital Trust companies), can be highly tax-efficient ways of saving and increasing your wealth for the future.

As experts in pension and wealth planning, we can advise on tax-efficient strategies to maximise your profit extraction.
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Your employees are one of your most significant business assets so making them feel valued makes sound business sense. However, attracting and retaining staff requires more than just offering a competitive salary. A tax-efficient way of giving back to your employees and recognising them for their contribution to your business is to provide employee benefits.

Common employee benefits include a company pension scheme, private medical insurance and group protection insurance. We can help you incorporate these cost-effective and tax-efficient benefits into your remuneration package.
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Business success frequently hinges on the people involved in its running. What would happen to your business if you, a fellow director or a key employee were lost through death or critical illness? The impact could be disastrous, and as these events are often unexpected, there is little time to respond.

Planning for death or unexpected illness might seem morbid but having proper protection in place will safeguard your business's future.
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Contact us

Call us today

Pick up the phone and give us a call. One of our friendly and experienced team are always happy to help.
01392 221100

Email us

If you would like to know more about any of our services, please get in touch.

Visit our office

If you're local you can pop in to see us at our office in Exeter. We are open Monday to Friday 9am to 5pm.

Foresight Financial Planning
8 Southernhay West 
Exeter EX1 1JG

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

© 2023 Foresight Financial Planning Ltd. All Rights Reserved. Foresight Financial Planning is the trading name of Foresight Financial Planning Limited whose registered address is as above. Registered in England, company number is 4119450. Foresight Financial Planning Limited is authorised and regulated by the Financial Conduct Authority and can be found on the Financial Services Register https://register.fca.org.uk/ under reference 788849. VAT registration number 289409553. Website designed and built by Nettl of Exeter