Most successful business owners like yourself feel they’ve built something to be proud of. But the relentless focus on your enterprise often comes at a cost: personal finances that haven’t received the same care and attention as the company itself. It’s not uncommon to have pensions that are underfunded, wealth locked up in your business, and a long-term plan that exists more in your head than on paper. The good news is that with the right people in your corner, it’s not too late to change this.
At Robson Laidler Wealth, we specialise in helping business owners take control of their personal financial future, without adding to your already considerable workload. From pension planning and tax efficiency to exit strategies and beyond, we’ll build a plan around your goals, your timeline, and the unique financial position that comes with running your own business.
For business owners, pension planning offers significant tax advantages. But only if it’s structured correctly.
Our experts will help you make the most of the contributions available to you, explore the benefits of a self-invested personal pension, and ensure your retirement is properly funded without harming the business.
Selling or stepping back from your business is one of the biggest financial events of your life. Let us help you plan well in advance and structure the proceeds tax-efficiently.
That way, the wealth you’ve devoted so much time to building will continue to work hard for you long after the deal is finally done and dusted.
Business owners face a unique and complex tax landscape. Working closely with our accountancy colleagues, we’ll help you extract profits in the most efficient way and manage Capital Gains and Inheritance Tax.
It’s all part of ensuring your personal wealth is structured smartly and growing in the right direction.
Your money, in safe hands. These are the dedicated individuals responsible for looking after your wealth, and maybe, just maybe, making your dreams come true.
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Better finances come from wiser decisions. So, we share our wisdom freely to help boost your money know-how.
Show me all blogsWhen you’re ready to transform your life through financial planning, why wait? Reach out to us today to arrange a no-obligation initial chat about your circumstances.
Robson Laidler Financial Planning Ltd t/a Robson Laidler Wealth. Registered office: Fernwood House, Fernwood Road, Jesmond, Newcastle upon Tyne, NE2 1TJ. Robson Laidler Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration number 458879. Registered in England and Wales. Company number: 05395046.
Past performance is not necessarily a guide to future performance. The value of investments, and the income arising from them, can go down as well as up, and are not guaranteed, which means that an investor may get back less than they invested.
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