Our ‘Focus On’ series aims to keep you up to date on key financial topics. Currently, we are focusing on essential financial planning for business owners. 

Over the years, Beaufort Financial has advised thousands of business owners on their personal and business financial needs. Whatever stage of the lifecycle their business is in, what is common to all business owners is the need to build, protect and exit their business in a way that is profitable and tax efficient. 

We know that you are particularly busy people! Often focused on working in the business rather than on it. This is why we’ve put together this series of resources; to help you with your planning, and to avoid the common pitfalls of running and selling a business. 

We hope you find the information useful; please feel free to share it with your friends and family. 

Of course, every business and every person is different, so if these resources raise any questions for you, or you would like to discuss your business plans with a financial planner, please don’t hesitate to get in touch.