Consultation
Business Owner Cash & Pension Advice
Align company cash retention, director pension contributions, and personal drawings for owner-managed firms.
Who it is for
Limited company directors balancing growth reserves with personal retirement funding
Result you can expect
Coordinated advice on contributions, salary versus dividend trade-offs, and pension wrappers
Included
- Company and personal cash-flow overview
- Contribution scenario modelling
- Written advice letter for your accountant
Not included
- Company accountancy or payroll services
- Corporate finance or fundraising
How the engagement runs
- Kick-off with director and accountant where appropriate
- Scenario modelling
- Advice presentation and next steps
Preparation
Recent management accounts and personal pension valuations.
Constraints: Final tax decisions remain with your accountant; we coordinate, not replace them.