As an entrepreneur, you face unique financial challenges and opportunities. At Apex CB, we offer tailored advice that helps you navigate the complexities of business ownership while securing personal financial stability. Here’s how we can assist:
High Earners, Inheritance Tax Planning
Tax Planning
Understanding and effectively managing tax liabilities is critical for entrepreneurs.
Entrepreneurs often have complex income streams. We provide comprehensive advice to help you manage your income in a tax-efficient way. This includes strategies for dividends, salary, and other forms of income.
With potential wealth accumulation from your business ventures, planning for inheritance tax is crucial. We can guide you through efficient estate planning to help you pass on your wealth to your loved ones as seamlessly as possible.
Corporate Pension Schemes, Corporate Investment Advice, Business Protection Insurance
Corporate Services
We offer a range of services to help entrepreneurs manage their corporate finances effectively.
Establishing a pension scheme can be an effective way to save for your retirement and offer a valuable benefit to your employees. We can guide you through the process, ensuring the scheme aligns with your business objectives.
We provide tailored investment advice to help you make the most of your business’s assets. This includes guidance on cash management, asset allocation, and investment strategies.
Protecting your business from unexpected circumstances is crucial. We can help you understand and navigate your options for insurance coverage, including key person insurance, shareholder protection, and more.
Wealth Management
Investing
Effectively managing your personal wealth is crucial for long-term financial success.
We provide comprehensive wealth management services, helping you optimise your personal finances and align them with your business goals. From managing investments to planning for the future, we’re here to help.
Private Medical Insurance, Life & Critical Illness Insurance
Health, Life & Critical Illness Insurance
Ensuring you have the right protection in place is crucial for peace of mind and financial security.
Quick access to medical services can be crucial for busy entrepreneurs. We can guide you through the options for private medical insurance, helping you find the right coverage.
We can help you evaluate your needs and options for life and critical illness insurance, ensuring that you and your loved ones are protected, no matter what happens.