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There are many reasons your business might turn to a financial planner. Perhaps you want to protect the interests of shareholders and directors. As a business owner, you may also want to explore tax-efficiencies in drawing cash from your business. It is surprising that most directors still pay for life assurance from their personal taxed income rather than through the business, for example – so you might want to discuss relevant life cover. Then there is retirement planning – whether you are a director needing guidance or want to put together an attractive employee benefits package that meets the obligations of auto-enrolment. Roxboro has been providing bespoke advice to businesses of all sizes for many years now, so we would love to hear from you.

Insurance advice

Death or ill health can create financial hardship for our partners, families and our businesses. But with the good planning, the right insurance can help to mitigate the financial burden. We will help you work out what type of insurance is best for your circumstances, and find the most competitive cover from the whole market – whether that’s life assurance, critical illness cover or income protection. We can help build the peace of mind that you are covered for any event.

Estate and Inheritance Tax planning

House price inflation alone means that today, many more people are unwittingly affected by Inheritance Tax when it comes to passing on assets. If you die for example, Inheritance Tax is charged at 40% on any assets over the ‘nil rate band’ (currently £325,000) – and these assets include your home, investments, and life assurance proceeds. Effective estate planning could help you minimise your Inheritance Tax liabilities significantly. Plus, the introduction of the additional ‘Main Residence Nil Rate Band’ means all homeowners should review their Wills. The options for reducing Inheritance Tax are numerous and include making an effective Will, taking advantage of current allowances, using lifetime gifts, creating trust-based schemes, investing in AIM shares and covering your liability using life assurance. Roxboro is on hand to talk you through your options.

Book a free consultation today

Before you make any decisions, why not come and meet the team. You can tell us about your situation and go away with a clear idea of how we might be able to help.Call us today on 01273 711811 or email: