Business owners and busy people

We’re business owners ourselves

We understand the stresses and strains involved in the day-to-day running of an organisation and recognise the importance of delegating your personal finances to specialists when the time is right, in order to free up valuable time and gain a feeling of control.

 

Our service is disciplined and takes a long-term approach. We understand that you may be too busy to stand back and remember why you work so hard in the first place, so we will challenge you to consider your motivation and what is most important to you.

Then, working together, we’ll help you to make sure you’re able to capitalise on your efforts by helping to manage your finances, growing your wealth and ensuring your future security and happiness.

We’ll help you to establish what you need to give you the lifestyle you want. We’ll help you achieve ongoing tax efficiency and understand the impact of possible exit strategies on your financial future. We’ll help you to eventually release any personal value in your business or employer and ensure that this is allocated in the most efficient manner.

We’ll create a vision and strategy for your personal financial well-being and that of your family and ensure that the right money is in the right hands at the right time.

Questions we help you answer:

  • When can I afford to stop working?
  • How do I organise and efficiently release my share options?
  • Do I have the right employee benefits in place?
  • What is the most efficient way of taking my income from the business?
  • Am I making the most of my annual and lifetime allowances?
  • Can I afford private school fees?
  • Can I afford to take a sabbatical?
  • Will I have enough for future care fees?

Mark’s story

“I was in my 40s when I started working with Magenta and in those early stages I was trying to focus on saving money for my retirement.

It was drilled into me when I was young that I should have a pension plan and I started putting money into a pension at 19.

But by middle age my wife and I had young children, a large number of outgoings, and I was running my own business, so it was more difficult to see how we could make those provisions.

While I have an interest in the finance pages, I don’t have the time or skill to research or manage suitable investments, so I was looking for support with that.” 

 

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