Chiltern Consultancy

Tel. 01494 451 441 | Email. Enquiries@Chilternconsultancyltd.com | © Chiltern Consultancy

As a Business owner, you will be aware of the overlap between your personal financial planning issues and those of the business. We understand that your financial goals and objectives, and those of your family, are likely to be inextricably linked to those of the business.

You will also control the way your income is structured, and when you come to realise your business value, you will be able to influence how the capital is received. The opportunities available to you to benefit from bespoke advice are therefore significant and well worth exploring.

The objectives of business owners can be diverse, though typically we are called on to offer advice in the following areas:

Protecting business operations and revenue

Protecting ownership interests

Accessing additional sources of finance

Purchasing commercial property

Enhancing employee recruitment, retention and incentivisation measures

Optimising the tax efficiency of your own remuneration

Succession and Exit planning

Minimising tax liabilities on future sale proceeds

Post-sale investment and estate planning

Chiltern Consultancy is a trading name of Bates Investment Services Ltd, which is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of the Money Portal plc.

Bates Investment Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 154229.

The information and content of this site is intended for UK consumers only and is subject to the UK regulatory regime.

Bates Investment Services Ltd. Registered Office 1 Threadneedle St, London EC2R 8AY. Registered in England and Wales No. 3434648.