Owning, building, and running a business is hard work and time consuming, you many have complex finances and little time to dedicate to them. You’re building a legacy that can give you and your family financial freedom and financial planning is vital to this.

We can help you achieve your goals and protect your legacy. We also understand the challenges you face, and we have the specialist knowledge and expertise to help. We can work with your other Advisers to plan and structure your finances in the most tax efficient way.

There are many business risks and protecting against them can ensure the successful running of your company without any unnecessary risk to your business, personal or family wealth. We can help you with shareholder protection, relevant life insurance and key person protection.

You may not be planning to exit your business right now, but whether you want to sell your business, transfer ownership to other family members – or you are unsure which option would be best – the earlier you start planning, the more success you will have when transferring your business wealth into personal wealth.

If you are planning to sell your business, we can show you how much you may need to sell it for to achieve your personal financial goals, and when you may be able to sell. If you are passing on your business, we can help with your transition and consider your wider estate planning, while working with other family members to provide ongoing advice if necessary.

Whichever option you take, we can make sure you are using all your tax allowances and reliefs before, during and after you leave the business.

When I was selling my business I felt overwhelmed, there was so much to consider. Jamie’s help and guidance has been invaluable and he helped me both on a professional and personal level, and I’m now lucky enough to be enjoying early retirement and spending more time with my family.

Carl Taylor, Magus client since 2017

Download our guide to selling or exiting a business

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The value of investments can fall as well as rise. You may get back less than you originally invested.

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