Director & Partner Finances

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As a director or partner, we can provide you with the specialised advice you need for your complex finances.

Putting You in Control of Your Financial Future

As a business director or partner your financial situation can be complex. Also, running your business can make it difficult to focus on your personal financial planning issues such as how best to extract profit or planning to exit through retirement or a sale.

The good news is that at LEBC we can provide you with advice tailored to your complex issues.

This includes advising on a remuneration strategy that meets your personal requirements and recommending how to use your pension plan to help your business and mitigate other taxes such as inheritance tax.

We also keep you abreast of all relevant changes in legislation, and offer portfolio management with regular reviews of your investments and pensions.

As a client, you will always have the benefit of your own LEBC Adviser to go to when any queries arise.

Directors Retirement Planning

We have a wealth of experience in helping directors prepare for retirement. Using our expertise, we follow a five stage process to help ensure you’re making smart choices for your financial future:

  1. An initial discussion with your LEBC Adviser
  2. A detailed analysis of your investment and pension arrangements is carried out and a plan agreed
  3. Appropriate advice is provided as a written report
  4. Your LEBC Adviser then assists you in making any necessary arrangements
  5. Further reviews are scheduled in accordance with your plan and continues during retirement

Complementary Services

Create your tomorrow today. Learn more about the wide range of services available from LEBC.

Create your tomorrow

LEBC recently gave valuable financial advice to my Director team. The advice was comprehensive, relevant and thorough. I look forward to working with you again very soon.

Corporate Client