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Your Situation

So, you’re a business owner. You’ve put in the long hours and worked incredibly hard to get to where you are now.

But how much is your business worth and, more importantly, how much does it need to be worth for you to retire in comfort, knowing that your business will stand strong without you whilst you start your retirement adventures? You want to prepare for the unexpected but also plan for a well-deserved retirement once your days running the business are behind you.

Our Solution

We can help you to reach your lifestyle aspirations, now that you’ve accomplished your business goals.

We pride ourselves on a personalised approach. One of our consultants will sit down with you and take the time to thoroughly understand you and your business.

What lifestyle do you want after being a business owner? Will your finances sustain that standard of living? If the worst should happen, what impact would it have on your company? Would there be enough funds for it to survive a period of transition?

You could consider business protection to ensure that, should the unthinkable happen, your share of your company is inherited by your intended beneficiary. Business protection could also ensure that your loved ones receive a fair value for your share of the business and that remaining shareholders or partners are able to gather the funds. We understand that your business is your baby, and business protection can ensure that the company continues to run with minimal disturbance.

This is just one of the solutions we can help you with at CTT Private Client Wealth. Explore more options below.

Contact Us to Get Your Plan in Place

Securing your financial future starts here.

Business Succession

Have you considered what would happen if you lost someone vital to the profit or running of your company through critical illness or death? Business protection helps company owners safeguard against the unexpected to ensure that operations continue with minimal disruption.

Disclaimer: This service is regulated by the FCA.

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Pensions & Investments

Have you considered your cash flow as you approach retirement? We can create a retirement plan that utilises your assets. Through pensions, ISAs and investment bonds, we can help you maintain your lifestyle throughout retirement whilst managing your wealth in a tax-efficient way.

Disclaimer: This service is regulated by the FCA.

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Trusts have long been instrumental in mitigation tax and there are many types of trusts with various rules affecting them. We can help you to understand and implement the most appropriate options for your needs and financial goals.

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Inheritance Tax Planning

How much tax would need to be paid on your estate in the event of your death? We can help arrange your financial affairs to mitigate your inheritance tax liability and ensure your beneficiaries receive the maximum possible amount from your estate.

Disclaimer: This service is regulated by the FCA.

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Independent Financial Advice

When you have a range of financial interests, accessing the right financial expertise is vital. A multitude of options are available and we pride ourselves on getting to know your circumstances to find the optimal solution for you. We help you work smarter, not harder.

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Family Succession

You have spent your life accumulating your assets and wealth; it’s vital they are passed on properly. With our trust and fiduciary services, you ensure that, no matter the extent or complexity of your estate, your beneficiaries receive what you wish them to.

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