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© 2024 Canaccord Genuity Wealth Limited
Legal & Regulatory information |
Legal & Regulatory information |
Sitemap |
Sitemap |
Contact us
Contact us
Internet use policy |
Internet use policy |
Risk warnings & legal disclaimer
Risk warnings & legal disclaimer
Bringing your philanthropic dreams to life after
selling your business
Spend some time thinking about how your own values could align with the charitable organisations you could get involved with.
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"
Steven McKelvie, Wealth Planning Director
After they have sold their business, I want to ensure my client achieves the outcomes they want, with the benefit of my help and a well-thought through personal finance plan.
Steven McKelvie, Wealth Planning Director
Selling to employees - selecting the right wealth planner to help you do so
The best time to plant a tree was 20 years ago. The second-best time is today.
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"
Henry Denne, Wealth Planning Director
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
Speak to one of our specialists
If you are considering exiting or selling your business, speak to our dedicated business owner team today, in a free, no-obligation consultation about how we can help.
Request a consultation
Request a consultation
People first,
strategies second
That's the crux of my approach - thinking people first, strategies second.
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"
David Rossell, Wealth Planning Director
Find yourself
The power of asking business owners the right questions and helping them find the answers
Crucially, it's not their income that's important here, it's their lifestyle.
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Ian Wilmot, Senior Wealth Planner
Cash flow planning isn't just for business - and can be very therapeutic
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"
Find yourself
Find yourself
Find yourself
Find yourself
File size: 5MB
Our exclusive free guide for business owners explores the eight key insights for personal wealth optimisation, to ensure you don’t lose sight of yourself in a business exit or sale.
Download our guide
Meet our specialist business owners team
Can focusing on your personal wealth earlier save you money?
Find quick-fire answers on how to optimise wealth during an exit
If you’re a business owner with £250,000+ to invest (including ISAs and pensions) book a free, hour-long financial health check with an independent financial planner.
Rest assured; this is not a sales call. It’s your opportunity to get to know your financial adviser and understand how they can help you achieve your personal and financial goals, without any obligation to go further.
Your review will cover five important points:
- Your personal finances – your income, assets and outgoings - Your business priorities such as exit planning or drawing an income tax-efficiently - Your goals and aspirations for you and your family - How a financial plan could help you achieve the future you aspire to - Our recommendations on next steps
Book your free business owner financial health check
How we’ve helped business owners achieve post-exit financial success
Book your free business owner financial health check
If you’re a business owner with £250,000+ to invest (including ISAs and pensions) book a free, hour-long financial health check with an independent financial planner.
Rest assured; this is not a sales call. It’s your opportunity to get to know your financial adviser and understand how they can help you achieve your personal and financial goals, without any obligation to go further.
Your review will cover five important points:
Your personal finances – your income, assets and outgoings
Your business priorities such as exit planning or drawing an income tax-efficiently
Your goals and aspirations for you and your family
How a financial plan could help you achieve the future you aspire to
Our recommendations on next steps
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.