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

Barry is a world-class pension and financial adviser. His technical knowledge is second to none. As importantly his understanding of each client’s individual requirements is exceptional. His empathy is unique and often missing in the business world. I highly recommend Barry without hesitation.
Mary Nyhan – Nyhan Tax Advisers – April 2022
In achieving our dreams, and braving steps that move towards that, good financial planning advice enables us to take those steps with focus and confidence. Bellwether Financial does that. The individual plan is key. Bellwether ensures it is a personally relevant one.
Dr. Miriam Kennedy – Consultant Psychiatrist, Psychotherapist & Senior Lecturer – March 2016

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