Business planning services
How we support you
As a business owner, you face constant challenges and questions over finance and direction.
Our business planning services can provide you with the critical support you need
to steer through uncertainty and maximise your success.
BUSINESS PLANNING SERVICES
A network of professional support to help you judge the best way forward
As a business owner, you face constant challenges and questions over finance and direction. Our business planning services can provide you with the critical support you need to steer through uncertainty and maximise your success.
Once we understand your objectives, our specialist team works closely with you to devise a bespoke roadmap that aligns plans for your business with your personal aspirations. We work with you to implement the plan and achieve your goals, allowing you to focus on running a successful business.
Whether you are a sole trader, in a partnership, or a small business owner, this service is comprehensive and addresses the following:
- Business health check
- Memorandum and articles
- Shareholder agreement
Protection - Surplus cash (wholly and mainly)
- Financing
- Restructuring
- Readying for sale
- Succession
- Proceeds from sale
- Director planning
- Will and power of attorney
- Keyman insurance
- Employee benefits
- Group healthcare
- Pensions
- Pension self-invested personal pension (SIPP)/small self-administered scheme (SSAS)
- Inheritance tax
BUSINESS PLANNING SERVICE
Supporting you with major life events
Many clients find it helpful to speak with us when a major life event occurs, but it can be equally useful to speak with us if your circumstances have changed, or if some time has passed since you last looked at your financial affairs in detail.
Please contact us if you would like to receive a no obligation Wealth Health check from Aetas Partners, so that we can work with you to ensure you and your family are provided for in accordance with your wishes.
Find out more
Download a copy of our brochure to find out more:
BUSINESS PLANNING SERVICE
Our approach
Everyone benefits from having a robust lifetime financial and succession strategy. We believe that the strategy works best when it incorporates and co-ordinates the elements of professional advice most relevant to you and your loved ones.
We work with you to clarify your needs and objectives. We then highlight areas where you would benefit from advice, and then identify, recommend and manage the professional partners on your behalf. The approach brings together the right team, while providing you with certainty and peace of mind.
We know the leading advisers in their fields. We can help connect you to them and co-ordinate their services on your behalf. Working in collaboration with these professional partners, we implement and curate a tailored plan and make sure this is delivered in an integrated way, while recognising and responding to changes in your goals and circumstances.
Your professional advisory team will be proactive in building up and protecting your wealth, while also taking into account the needs of beneficiaries across different generations.
In our world, this kind of high touch support is referred to as a ‘family office’. Traditionally, a family office has been reserved for the highest net worth clients. Now, Aetas is making this service available more widely, so you and your family can benefit.
