Many of our clients see Safehands solely as an accountancy firm.

However through our sister company Safehands Independent Financial Advisers we also offer Independent Financial Advice. We can give support and advice on all aspects of your business planning and financial needs including tax efficient investments.

We specialise in helping small business owners meet their full potential and like to offer products and services that can help support your goals.

Imagine yourself a few years from now: You’ve worked hard building your business and retirement is a few years away. You have become accustomed to your lifestyle and dream of enjoying new leisure time – spending stress free time with the grandchildren, holidays abroad and your weekly round of golf at your favourite course.

There is no reason why you can’t have all this and more.

With careful planning now, and advice on our full range of products and services, we can help you plan for an enjoyable and care free retirement.

Last week we showed you the two main ways to take money out of a limited company. Today we wanted to show you an example of how Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) can help you plan for the future.

The EIS is useful in many ways. It can be used to mitigate any income tax liability, as part of estate planning, or as a tax efficient way to complement existing pension planning.

VCTs have a range of attractive tax incentives. It’s a vehicle to extract money from a Limited company in a tax efficient way as part of an exit plan. So if you are planning on retiring in five years, it’s a great product to talk to us about.

This pictorial explanation shows how a VCT/EIS can help the Director of Limited Company extract more profits out of business, by taking advantage of tax efficient investments.


Octopus tax efficient investments


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If you are the owner of a Limited Company and are approaching retirement, we'd love to give advice on how these, and other products, could work for you. Call us now on: 01242 517889 or hit the 'Contact Us' button to send an email
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