Moneytree Wealth Management

Start-ups & entrepreneurs

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The early years of a business are all about exploring, learning and innovating. At this stage, you’ll be putting the hours in, but might not be making much profit. However, there are financial advantages to be had.

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Pension Planning

If you’re a director of your business, a pension can be a tax efficient way to take money out of your business to save for the future.

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Business Protection

It’s not just about making money, you need to protect the people that make it for you too, which includes yourself. If something happened to you or any of the major shareholders, could your business carry on?

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You might have received a good bonus or redundancy pay-out from work, or a generous inheritance from a deceased family member and need to invest a lump sum, or perhaps you want to save a regular amount for when you retire. Either way, these options could be what you need.

  • Free initial pension health check
  • Free initial investment health check
  • Free initial mortgage review
Linford Brown

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