Financial Planning for Businesses & Individuals 2018-01-19T10:20:37+00:00

Financial Planning for Businesses and Individuals

Corporate Financial Planning

Owning your own business, or being a key employee, is often a time consuming task, with high demands on your time and energy that come with running a successful business. However, managing your own business takes a lot more than hard work. You need a financial plan — one that addresses financial needs and services, for every stage of your business life cycle. One that takes into account your personal financial goals and dreams, as well as that of your employees.

Tara Financial Partners comprehensive financial planning for businesses typically involves:

  • Being tax aware – As your goals and financial situation change, there may be new opportunities to reduce your taxable income. We help you find them.
  • Pension funding & employee benefits – The right retirement plan can provide tax benefits as well as helping you attract high quality employees. We’ll help you find it.
  • Succession/Exit planning – How will you exit/pass on your business when it’s time to move on? We’ll help you create a plan for a smooth transition.
  • Risk Management – Protecting your business means being prepared for unexpected situations. Together, we’ll create a plan to help guard against financial losses resulting from employee departures, disabilities or other disruptions.

Individual Financial Planning

Whether it’s advice on starting or switching your pension, choosing alternatives to deposits, inheritance tax planning, investing your lump sum or putting life cover in place, we can provide the solution. Here at Tara Financial Partners we believe that a good financial plan along with sound financial advice can help to make your financial future more predictable. When left to chance, your financial situation can drift from your goals. We can help you define your goals and stay on track.

Tara Financial Partners work closely with your advisors (tax, accountants, solicitors) to ensure that we are all working together on your behalf, to achieve the desired results. We also have a number of expert advisors we work closely with, who we can refer you too, if necessary.