Services
Business and company investments.
For owners and companies who want their retained earnings and business assets working as hard as the business does.
Retained earnings
Cash building up in the company is a decision waiting to be made. We advise on how retained earnings and business assets are invested - structured for tax efficiency across company, trust and personal as it relates to the investments, and coordinated with your accountant.
The exit
Sale, succession and exit planning - and how the proceeds become income. We pressure-test the plan so it doesn't lean on the sale going perfectly.
One picture
Multi-entity views bring personal, trust and company together, so you and your adviser see the whole position - not three separate statements.
Multi-entity investment coordination
Investment-related tax strategy, worked with your accountant
Typically an Elevation engagement - we confirm the fit in our first conversation