Corporate Clients
When you own a business, its success is a critical part of your finances. There isn’t much point in choosing a pension fund or buying an investment bond unless you put things into context – what do you want your business to do for you? You may want to sell up now, wait for a clean-break retirement or even start a ‘working less’ strategy. Different goals mean different financial choices.
 
Extracting profits
How you should get money out of your business depends on timing and circumstances. Target Financial Management works closely with corporate tax experts to find the best solution in your own situation. We’ll review all of your choices including combined pension planning and profit extraction. Our goal is always to realise higher returns on your company cash. Contact us to find out your options
 
Protection & Insurance
The best of plans can be derailed if you lose a key staff member – whether in the board room or on the shop floor. Insurance alone may not help – what use is £100,000 without business continuity? And the death of a partner can finish a business altogether, especially if you find yourself sharing ownership with the wrong person. We’ll help you establish not only the right policy with the options you need but also the contingency planning to match. Just ask us about one of our clients whose bakery burnt down but who reopened after six months with 90% of his client list intact. If you'd like to chat through your options you can email us or request a call.
 
Pensions
We’re renowned for our strategies using SIPPs and SSASs. It’s an exciting time for pensions if you’re a business owner and we’ll help you not only to shelter more money from tax but to keep control of it too.
Whatever sort of business you own, we should be talking to you. 
To talk to us please click here to request a call. For an initial chat call us on 0845 241 3387 or alternatively, email an expert.

Target Financial Management Ltd is authorised and regulated by the Financial Services Authority. Tax advice is not regulated by the Financial Services Authority