Running your own business can be hugely rewarding, but competing demands for your time can mean that planning your financial future keeps slipping down your list of priorities.

Your main goal is likely to be to grow your business so that you have something significant to retire on - but if you don't plan properly, this can all slip away.

There are many methods that we can show you to help extract wealth from your business tax efficiently.

Wealth Matters understands the issues that you face as a business owner, such as:

  • Mitigating tax

  • Extracting money from your business

  • Director pensions

  • Succession planning

  • Selling your business


We will work with you to do all the legwork for you, helping you understand all of your options and then giving you trustworthy and completely impartial advice to help you on your way towards financial freedom.


As a freelancer you may face many challenges that could impact on your financial situation, such as:

  • Fluctuating income & cash flow issues

  • Uncertainty of future contracts

  • IR35 issues

  • Planning for retirement/ pension contributions

  • Tax implications

  • The absence of sick pay or death in service

Wealth Matters specialises in working with contractors, freelancers and interim managers. We offer independent financial advice and guidance to help you make smart choices with your money. We are the preferred pension advisers for the Association of Independent Professionals and the Self-employed [IPSE].

We can help you make the most of your earnings, showing you ways to extract money from your company tax efficiently, whilst at the same time helping you to minimise your tax liabilities.

Are you approaching retirement or already in retirement?

It can often feel like a real chore to sort out your finances – investments can appear complex, full of jargon and we completely understand that many financial products in themselves can appear quite dull.

However, planning for your financial future is important and working with the right advisers can alleviate your concerns.

We are here to help you understand all of your options and give you trustworthy and completely impartial advice to help you on your way towards financial freedom.


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