Advice engagement

Business Owner Advice

Director pension contributions, company cash extraction sequencing, and personal protection reviewed against trading cash flow.

From £1,800 engagement

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For owner-managers

Limited company directors and partners who need personal retirement funding sequenced with trading cash, VAT quarters, and dividend policy. We work alongside your accountant rather than replacing them.

Typical outcomes

A written note setting contribution ceilings for the current tax year, protection gaps to address, and a personal cash buffer target that does not starve the business of working capital.

Location

Meetings at our Lehnerwell office or by video. Board attendance available for a quoted additional session fee.

Included
  • Review of company accounts headlines for contribution capacity
  • Comparison of salary, dividend, and pension contribution routes
  • Personal and key-person protection gap discussion
Not included
  • Company accountancy or corporation tax filing
  • Employee benefit scheme administration