Owning a company involves many responsibilities, including the need to operate along sound financial principles. Minimising tax liabilities and maximising investment opportunities can make the difference between a profit and a loss on the end-of-year balance sheet, while it’s equally essential to ensure all legal and financial obligations are being met timeously. However some are easy to overlook amid the daily pressures of owning or managing a business.
Select Investment Managers specialise in corporate financial planning, helping small businesses throughout central Scotland with pensions, investments and protection. We have trained advisers in Edinburgh, Livingston and Falkirk, all of whom understand issues like national insurance exemptions and the provision of death in service benefits. We can recommend tax-efficient options, and our advice is constantly being updated to reflect the ongoing legislative changes that affect everything from company pension contributions to property ownership through SIPP.
It isn’t always obvious how to extract money from a company in the most tax-efficient way, or what is required to comply with today’s ever-expanding web of paperwork and regulations. However, with regular financial planning and guidance from Select Investment Managers, everyone from sole traders to the directors of famous brands can manage their company financial planning requirements in the most efficient and effective manner possible.