Bellwether – Limited Company Structure


A limited company structure offers significant scope to protect you and your family’s current lifestyle, fund for your future retirement and ultimately provide you with peace of mind. Crucially it can be very tax efficient!

As a company director/business owners we advise you how to:

 

  • Protect your Income
  • Protect your loved ones financially in the event of your death or serious illness.
  • Succession Planning – Plan how your shareholding is arranged in the event of death /serious illness.
  • Providing for your Retirement
  • Mitigate the financial consequences of the death or serious illness of an employee/director who is crucial to your business
  • Investment of available company funds
Contact us to explore how your limited company structure can help you maximise the use of your earnings – tax efficiently

Client Testimonials

As an independent contractor and company owner I wanted to engage with a financial planner who really understood the challenges that I face. Barry and Bellwether Financial Planning certainly delivered in this regard and provided an expert, independent and professional service which exceeded my expectations. What I particularly like about Barry’s approach is his ability to explain the nuances of important elements of financial planning, such as pensions, and how the company can efficiently fund these, in an easily understood manner.
Anna Lakomiak Hughes, Company Owner
Barry is consistently professional, proactive, and highly knowledgeable, particularly in the areas of director’s pensions and business protection advice. In addition to this I find Barry personable and very accessible, always making time to address my concerns and answer questions, which is invaluable.
Camille Maguire -Optom Director at Specsavers Opticians and Hearing Centre, Clonmel
Book an Appointment Book an Appointment Newsletter