27 March 2024

Tips for Business Owners: Get the gift of time with Carbon

As a business owner, you’re no stranger to juggling a range of responsibilities. Striking a balance between your work and personal life can be challenging, especially when you also have to manage your finances. That is where Carbon comes in.

We are dedicated to taking the burden of financial planning off your shoulders and giving you the most precious of all gifts; TIME. This allows you to focus on what really matters to you.

Why Carbon for Financial Planning?

You will have built up a great skill set by managing your company but you may not be well versed in financial planning. Without an extensive knowledge this can be an incredibly time-consuming activity, fraught with pitfalls. At Carbon we will oversee your personal finances, ensuring your investments, taxes and insurance are optimised - but every financial adviser should do this.

What separates us from our competitors is that we go a step further. We gain a far deeper understanding of your goals and aspirations, what is important to you and your family and ultimately what makes you happy. This is the key to providing effective financial planning. This deeply personalised approach allows us to create a financial strategy tailored to your unique situation and preferences.

Our powerful technology helps you visualise how your life may evolve when making the transition from working in your business to transitioning out of the business and into retirement. We will highlight any potential risks along the way to ensure the plan we create for you isn’t derailed by them.

We work closely with your Solicitor and Accountant to address various aspects of your financial and business planning. If you don’t have one or either, we have built an extensive network of trusted professionals to whom we can introduce you, should you need their expertise. Building a comprehensive team of trusted advisers to surround you ensures all aspects of your finances are considered and it works best when all parties feel comfortable working together for your benefit.

Once we have a deep understanding of your lifetime goals and objectives, we can discuss with you what to you might be able to do with any excess capital you might have as a result of selling or passing on your business. This might range from spending more enjoying retirement, to making gifts to your family or causes that are important to you, during your lifetime or on death.

All of these steps ensure that you can devote your time and energy to the things that matter most to you, safe in the knowledge that:

  • Your finances are structured to allow you to achieve your goals and aspirations, the things that are most important to you and your family;
  • You are projected to have ample provision to support your lifestyle in the future;
  • You are being as tax efficient as possible with your savings and investments;
  • You have insurance in place, so if the worst happens, your family are provided for;
  • You have insurance in place, so if the worst happens, your business can continue; and
  • Your plans for your business are considered in your future financial planning so that the transition can be as smooth as possible whilst ensuring a tax-efficient exit.

Carbon Financial Partners is dedicated to helping business owners like you navigate the complexities of financial planning, allowing you to concentrate on what truly matters in life. Through personalised strategies, powerful tools and collaborations with trusted professionals, we help you focus on what is important to you.

Want to know if this type of financial planning would work for you? Contact us here to find out.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice. You are recommended to seek competent professional advice before taking any action.

Tax and Estate Planning Services are not regulated by the Financial Conduct Authority.

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Part of The Progeny Group

Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.

Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.

Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.

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