Big Life Events
I'm a business owner at or beyond the point of sale
Are you often wondering…
- "How long will this money last me, and do I have enough to maintain my lifestyle?"
- "How do I structure tax, pensions, and trusts so I’m not making mistakes?"
- "What's next for me? Should I retire or start something new?"
"How long will this money last me, and do I have enough to maintain my lifestyle?"
Selling a business is a life-changing financial event. Now, you’re faced with a big question: how do you turn this significant wealth into a steady, reliable income that supports your desired lifestyle?
We’ll build a robust financial model to project your future cash flow, evaluate spending scenarios, and create an investment strategy designed to support your long-term goals.
"How do I structure tax, pensions, and trusts so I’m not making mistakes?"
Complex tax laws, pension rules, and trust structures can feel overwhelming. We specialise in creating a strategic framework to protect your wealth, minimising tax liabilities and helping you to create a secure legacy.
We work with your existing legal and tax professionals, or connect you with our network of specialists, to design a structure that aligns with your financial and personal objectives, so you feel secure from the outset.
"What's next for me? Should I retire or start something new?"
After years of building a business, you might feel a mix of relief and uncertainty about what comes next. What should you do with your newfound freedom?
We provide a sounding board and structured guidance to help you define your new purpose – whether that’s a new venture, early retirement, or pursuing travel and hobbies – so that your wealth supports the life you want to build moving forward.
Selling a business is a life-changing financial event. Now, you’re faced with a big question: how do you turn this significant wealth into a steady, reliable income that supports your desired lifestyle?
We’ll build a robust financial model to project your future cash flow, evaluate spending scenarios, and create an investment strategy designed to support your long-term goals.
Complex tax laws, pension rules, and trust structures can feel overwhelming. We specialise in creating a strategic framework to protect your wealth, minimising tax liabilities and helping you to create a secure legacy.
We work with your existing legal and tax professionals, or connect you with our network of specialists, to design a structure that aligns with your financial and personal objectives, so you feel secure from the outset.
After years of building a business, you might feel a mix of relief and uncertainty about what comes next. What should you do with your newfound freedom?
We provide a sounding board and structured guidance to help you define your new purpose – whether that’s a new venture, early retirement, or pursuing travel and hobbies – so that your wealth supports the life you want to build moving forward.
So, how can we help?Â
We’ll help you to protect and optimise your hard-earned wealth by putting solid foundations in place, which might include considering products, such as pensions, ISAs, and trusts.
From there, we use detailed cashflow forecasting to map your financial journey over the years ahead, showing how your money could help support your lifestyle while giving you the confidence to explore what’s next.
The value of investments and any income from them can fall as well as rise. You may not get back the full amount invested.
The Financial Conduct Authority does not regulate Cashflow Planning.