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Buisness Planning

We want to help your business succeed. We will support you grow and protect your business, put together strategies, and prepare to pass your dream on to the next generation when you're ready!

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Tax Efficiency

We help you make tax efficient decisions today rather than when it comes time to file your accounts.

Succession Planning

Understanding what happens to your business when you're gone is vital to financial planning.

Individual Planning

Your business is part of your individual financial plan - and a key asset in your life.

Supporting Team

Its important to ensure that you have a support team that incorporates your Accountant and Financial Planning Team, especially for Business Valuation to incorporate into your personalised financial plan.

Financial Planning for Businesses

Do you know the value of your business? What happens if you can no longer run it? How will selling your business affect your retirement? Our financial planners can help you with these questions and develop a financial plan with a focus on the four areas of business financial planning.

Business owners plan for the next 10 years

Having a plan to exit is not the same as having a well-thought-out exit strategy. We can help you get there with confidence. Two key questions to consider are: How much do you need to sell your business for? How much can you sell your business for? Our financial planning can help you calculate your required capital sum to ensure you never run out of money. This may help secure a sale of your business once negotiations start.

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Within 30 minutes we can get to know you - your situation, goals and needs - then we can summarise how we can help you persue true lifestyle wealth.

Life Planning Ltd (registered number 11827257)

Life Planning Ltd. is authorised and regulated by the Financial Conduct Authority (No. 963468). Life Planning Services. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Services (FOS) is an agency for arbitrating on unresolved disputed between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Life Planning and its planners is also available online at the FCA's register.