Director’s Financial Planning

Company directors often have complex financial needs. Not all company directors are the same but the financial challenges each face can be similar, such as:

• Withdrawing money in the most tax efficient way from the business  

• Protecting your family should you fall ill or pass away 

• Preparing for your family’s future financial needs 

• Retirement Planning 

• How to sell you business in the most tax efficient way  

• The most effective renumeration strategy for your circumstances 
   

Legacy ensures that your corporate and personal financial planning works hand in hand, helping you to achieve your personal financial goals through the success of your business.  We have many years’ experience advising the directors of some of Northern Ireland’s biggest and best known companies. We also have experience working with other professional advisers, such as accountants and lawyers to ensure that our clients receive a complete service that delivers and allows you to achieve your goals.