Business Planning

What are the risks?

In our experience, many people start businesses to either create a legacy or as an ‘engine’ to maintain their current lifestyle, either while they are working or in retirement. While you’re planning the future success of your business, ask yourself the following questions:

Is your business the engine for your current lifestyle?
Do you wish to create a legacy for future generations?
Have you considered your exit strategy and any tax implications?
What would be the impact to your business if you lost a key person or stakeholder?
Have you considered any other possible threats that could affect your plans?

We help our clients understand the real value of their business – what they have created and how best to ensure future growth. As well as advising on tax-saving, employee benefit schemes, including pensions, we can work alongside you to create suitable exit strategies.

Protect your business

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Juniper Financial Management Limited is authorised and regulated by the Financial Conduct Authority. FCA number 782935. The value of your investments may fall as well as rise and past performance is not a guide to future performance. The Financial Conduct Authority does not regulate National Savings, some types of mortgages, Tax, Trust or Estate Planning. Your home may be repossessed if you do not keep up repayments on your mortgage. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk.