St James’s Place
- October 2, 2019
financial advisors, we are passionate about making sure people look after their
money and make informed decisions on the best ways to prepare for the future,
we’re also passionate about making sure businesses are doing this too.
your business your pension pot? Are you making the right business decisions to
protect you in the future? Many businesses don’t look at their finances in this
way until it’s too late, whether it’s looking at better ways to invest your
savings, planning for retirement or simply protecting what you currently have –
many people don’t even know where to start or worry at the prospect of even
thinking about it. Naz Riasat & Samantha Prendergast from St James’s Place
have put together these useful tips for businesses…
some time to determine how much money it will take to fund your retirement or
second-career dreams. The quicker you act in these plans the better the
options in retirement.
you save and invest money for the future, ensure that it is properly
diversified and compatible with the amount of risk you are willing to take.
Determine a policy and get assistance from an Financial Advisor if
advantage of all available tax breaks
Consult with your accountant or financial advisor to ensure you
and your business are making the most of any tax breaks available to you.
personal and business finances separate
savings are for you and your family, so try to make them a last resort for your
It is important to keep the issue of succession planning in mind.
Getting the most out of your business later on can help guide your personal
wealth management decisions after you have left the company.
Business owners should meet with a qualified specialist to ensure
that their goals and wishes are properly accounted for, including plans for
business assets. Failing to make a plan could put your business at
Planning is bringing the future into the present, so you can do
something about it now.
Many people are ill-prepared for the
future and planning now can help mitigate any potential shortfalls down the
We are Samantha and Naz from St James’s
Place Wealth Management and we will be exhibiting on the day at Brand
Yorkshire. We would look forward to meeting you all – pop over to
our stand to meet us.