Business Planning
Providing business owners with forward-thinking advice on business exit planning, company protection, tax alleviation, pension planning, and retirement.
Business Planning
Business planning at Allen Pierce Equity Partners is about making all the right moves to succeed in your commercial and personal life while safeguarding your business.
The demands of running a business may mean that while you have substantial financial assets, you may lack the time or opportunity to make sure your wealth is working as hard as possible.
You may be considering an exit from the business you devoted so much time, energy, and resources into. In that case, our fully independent team will provide you with strategic advice and realistic plans to manage your wealth better before, during, and after the business is sold.
We specialize in strategic, forward-thinking advice on business exit planning, company protection, tax alleviation, pension planning, and retirement.
Business planning services
Your dedicated Account Manager will develop a long-standing, open, and honest relationship with you. They will periodically assess your wealth arrangements to make sure everything remains on the right track to produce the results you want and make adjustments to accommodate any changes in your situation or objectives.
As Allen Pierce Equity Partners is independent and not tied to any providers, your Account Manager is free to consider all available options to ensure the best strategy is in place for your business.
Business financial planning at Allen Pierce Equity Partners includes:
Your business
We advise on a range of services to protect your business and help you manage unexpected changes in your company's circumstances. Our independent team will help you decide the most suitable protection for your specific needs and ensure your business's long-term prosperity.
Exit planning
The time may come when it is right to pass on or sell your business. However, having invested so much into its success, extracting yourself personally and financially can be challenging. Our team will help you plan a financial strategy for your new life as an individual before, during, and after your exit from the business.
Employee benefits
After investing sufficient time to get to know you, your company, and your corporate goals, we will present advice on the most suitable employee benefits to achieve your goals. This will help you recruit and retain highly qualified and high-potential employees in what is a very competitive labor market.
Company director pensions
As a company director, your employer may not have set up a workplace pension for you. Instead, with guidance from Allen Pierce Equity Partners, a tax-efficient private pension can be arranged to suit your needs.
Investments
Quality investment management will help you protect your business and grow your personal wealth. Your Account Manager can help you make the most of suitable investment opportunities.
Full service
Your time is valuable and can't be replaced, so we handle the whole process on your behalf. From liaising with your legal or tax advisers to dealing with the paperwork, we take care of everything, so you don't have to.
Some of our other specialist wealth solutions include:
Retirement planning
Ongoing professional advice includes reviewing and adjusting your pension situation before and after retirement.
Holistic wealth planning
A total review of your financial life, leading to a comprehensive, custom personal wealth plan.
Long-term care planning
Creating a plan to cover care costs and enabling you to live the rest of your life in comfort.