Personal finances can be complex for business owners and, with such demanding work lives, our clients often struggle to ensure their personal wealth is working as hard as they are. To help you make the most of your wealth while also ensuring you have the time to concentrate on your business, our experts at Clive Owen work closely with FCA regulated financial adviser, Tilney.
Tilney is an award-winning financial planning and investment company that looks after more than £23 billion on behalf of its clients. It was founded more than 180 years ago and has an exceptional track record of helping clients achieve their financial goals.
What makes Tilney the right choice for Clive Owen is that as well as having a depth of expertise in helping business owners, they also have a strong presence in the North East, enabling us to work hand in hand with Tilney’s local experts to provide a comprehensive service for our clients.
Services for business owners
Tilney supports business owners by:
While many business owners plan to sell their businesses to fund retirement, pensions do come with considerable benefits that shouldn’t be overlooked, in particular generous tax allowances. They can also provide you with regular income in retirement. Tilney’s experts can work with you to understand how pensions could benefit you and structure your finances in the most tax-efficient way.
As well as pensions there are other tax-efficient investments that can help you invest for the future while managing personal tax bills. Tilney can advise you on the range of options from ISAs to more complex schemes that carry a higher level of investment risk.
Estate planning and Inheritance Tax
With forward planning and expert guidance, there are many ways to minimise the amount of tax that any beneficiaries of your estate will have to pay in the future. Tilney can create a plan for passing on your wealth and, where applicable, in conjunction with ourselves, your business, in the most tax-efficient way.
The performance of any investments you have is likely to have a huge impact on the amount of money you have in the future, so as well as working with you to structure your finances, Tilney’s investment experts can build an investment portfolio for you. They will manage this for you over time, making sure that you are always invested in high-quality investments in line with the level of investment risk you are comfortable taking.
View a full range of investment guides here.
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