BUSINESS SERVICES

At Corpad Wealth Management, we are dedicated to assisting business owners, self-employed individuals, and entrepreneurs in addressing a spectrum of financial planning matters. As a business owner, gaining access to expert financial advice is paramount. You seek to seize every opportunity while ensuring the longevity of your assets, and we firmly believe that sound financial planning is the key to achieving this.

The Importance of Financial Planning in Business

Operating a business inevitably brings financial challenges, but it also opens doors to financial planning opportunities. We specialise in providing advice and guidance for both your business and your personal finances. If you're a company owner, shareholder, or director, you may be counting on the sale of your business to secure your retirement. Expert pension advice can significantly enhance your financial position, both in the present and with an eye on your future business exit.

Key Areas of Expertise

Exit Strategy We can assist in optimising proceeds of business sales as part of your lifestyle and retirement planning.

Inheritance Tax Planning Expertise in minimising inheritance tax liabilities and wealth transfer strategies.

Tax Planning Ensuring the most tax-efficient handling of your assets and investments.

Investing the Proceeds of Business Sale Maximising returns and wisely investing the funds from your business sale.

Generational Estate Planning Tailored planning when your business is transitioning to family members.

Business Protection Services

We offer a range of business protection services, including:

• Group Protection
• Shareholder and Co-Shareholder Insurance and Protection
• Partnership Protection
• Relevant Life Protection
• Key Person Insurance
• Director’s Life Insurance
• Critical Illness Insurance
• Health Care Insurance

Corpad Wealth Management Ltd is an Appointed Representative of Holyoakes Group Ltd, which is authorised and regulated by the Financial Conduct Authority.