I am a business owner or professional

As an entrepreneur, business owner, or self-employed professional, you have the unique opportunity to strategically align your business and personal financial goals. This alignment enables you to optimise your financial planning in a way that serves both your business objectives and personal aspirations.

A holistic approach that integrates your business and personal financial planning is often the most effective. Understanding how the objectives, needs, and positions of both areas impact each other can lead to more informed and beneficial financial decisions.

We are here to guide and assist you in exploring these opportunities, ensuring your financial strategies are in harmony with both your business ambitions and personal dreams. Our aim is to help you make the most of your unique position as a business owner, maximising the potential of your dual financial landscape.

A pivotal aspect of this strategy is the ability to customize your remuneration to better suit your needs and goals. By using salary sacrifice for company pension contributions, you can enhance your tax efficiency. This method reduces your taxable income since your pension contributions are made before tax is applied. Not only does this provide immediate tax benefits, but it also contributes to building a robust pension pot for your future, aligning with your long-term personal financial security.

This approach can be adjusted annually, allowing you to balance your immediate income requirements with your future pension needs in a tax-efficient manner. Over time, this method can significantly amplify your pension savings, reduce your overall tax burden, and positively affect your business’s tax position.

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If you like what you have seen on our website, the next step is to get in touch, we offer a free initial consultation with no obligation. You can do this face to face, by phone, or on Skype.

It would really help if you could tell us your reason for getting in touch.

Please rest assured that we take your privacy very seriously: We will never share or sell your personal details to anyone without your permission.

Apex CB Financial Planning Ltd, Poole

BH16 6HX, Suite 2, Jellicoe House

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01202 622223

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