Financial Planning For Your Business

Mitchells Financial Planner Michael Heath explains the cycle of the business journey and what you should consider at each key stage


We’re here for you every step of the way

Running a business is a real journey and there are many challenges along the way that can potentially derail you. From the time you start your business, to the moment you sell it or move on, the decisions you make can involve thousands of pounds and affect the lives of many people. Some decisions you make can turn out badly, but others, the right ones, have the capacity to move your business to the next level.

Mitchells Financial Planning is dedicated to keeping you on track, helping you and your business to grow and prosper. With the help and expertise or our financial planners, you can be sure your business will be as efficient and productive as possible, whilst at the same time as protecting all your family, assets and investments.

Initial consultations are free, fill in the form below or call us on +44 (0)1246 274121

Make sure your business stays on track with regular reviews

For more information and practical advice click on the four key stages below

Maturity key Start up Rapid Growth Exit Exit Personal Protection Pension set up Personal Finance Review VAT Payroll Accounting Software Bookkeeping Start Up Funding ShareholderAgreements Wills / Power ofAttorney Review Wills/Powerof Attorney Wills / Powerof Attorney Review CorporateStructure Contracts ofEmployment Banking Investments Company Pension Acquisitions Director /EmployerBenefits IHTPlanning Sell Business;To other Partners / DirectorsTo FamilyTo Managers / EmployeesTo CompetitorTo Private Equity Merger with Advisory Role Run it Dry Go Public (IPO) Liquidate Insolvency BadCredit BusinessTurnaround Legal Cost Bankruptcy Protection Review Trust Planning Pension Review Pension Review ProfitProtection Key Person Protection Tax Planning CashManagement ShareholderAgreementsReview Corporate Structure Review Estate Planning IHT Tax Planning: CGT, Corp Tax Growth Funding Staff Incentivisation Audit Grants Financial Planning Decline Accounting, Legal & Business Planning Management& LeadershipTraining Remuneration Planning Coaching & Mentoring Tax Planning

Make sure your business stays on track with regular reviews

For more information and practical advice click on the four key stages below


of business owners don't have a formal exit strategy


of businesses will fold within 18 months following the death or critical illness of a key individual


average number of business owners that are not aware that a Director's Loan needs to be repaid on death

Are you making the most of your business?

Protecting you and your assets.

By arranging your personal and business protection through your business means you can offset any premiums you pay against corporation tax, resulting in you paying less!

Efficient tax planning.

Never underestimate the difference a professional tax planner can make to your business. Having the right tax structure in place can save you thousands of pounds.

Grants & funding opportunities.

Make sure you make the most of any available funding opportunities that enables your business to grow. We recently helped secure £250,000 for a client. As you can imagine, they were delighted!

Maximising annual allowances.

Transferring part of your business – creating a partnership, or gifting company shares to family members who work in the business are just a few ways to maximise allowances. With the right advice, you can make a huge difference.

*Mitchells is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales.  We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Financial services are provided through our related firm Mitchells Financial Planning, which is a trading name of Milestone JV LLP, an Appointed Representative of Milestone FP Ltd which is authorised and regulated by the financial services authority under firm reference 779397.


t: +44 (0)1246 274121