Business owner

With a demanding professional life, it can be challenging to carve out time to focus on your own finances and future plans.

Plant the seed of financial success

As a business owner, it’s so easy to fall into the trap of doing everything yourself. However, your business isn’t a DIY project; it’s a valuable asset and is your opportunity to secure your future. So you can focus on your business and what you do best; let us support you on your personal financial planning needs.

How we make
it happen

Preparing for the future

You have dedicated much of your life to building your business and maybe not as much time planning for your future.

We will work with you to understand your goals and aspirations, not just for yourself as an individual and your family but for your business as well. Meeting regularly we’ll ensure you remain on track to deliver the outcomes we have agreed. When the timing is right we can also help introduce you to other professionals to support you with passing on or selling your business.

Business protection

To ensure that unexpected events don’t derail your business, we can discuss implementing protection for your key employees to ensure continuity when it matters most. What would happen if one of the shareholders were to pass away, what would happen to their shares? We can provide protection so that the remaining shareholders can feel protected. We’ll continue to review your protection needs as your business grows or changes.

Tax planning

We’ll work alongside your professional advisers to reduce your tax liabilities and implement effective tax strategies, while advising you on the best way to withdraw money from your business efficiently. This will help with diversifying your savings and retirement planning affording you better protection and comfort going forward.

Estate planning

As we work alongside you on your journey we also consider a future without you to ensure both your family and business are protected. This involves utilising trusts, wills and business asset relief to ensure there is a comprehensive plan that will be reviewed regularly to ensure that your estate plan remains in safe hands according to your wishes..

Start a conversation. We’re here to help

01793 786 300

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    Copyright 2025 Butler Toll Financial Planners

    Butler Toll Ltd trading as Butler Toll Financial Planners is authorised and regulated by the Financial Conduct Authority. Butler Toll Limited is entered on the FCA register (www.FCA.org.uk) under no. 442229. Registered office: Regus House, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR. Registered in England and Wales. Company number: 05460739.

    The Financial Conduct Authority does not regulate tax planning, estate planning, cash flow planning, wills or trusts.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

    Consumer Duty Alliance

    The Consumer Duty Alliance, launched 9 March 2023, is an independent, ‘not-for-profit’ professional body. It aims to support the personal finance sector in the adoption and implementation of the FCA’s Consumer Duty requirements through the alliance of like-minded individuals and firms.

    Financial Vulnerability Charter

    The Financial Vulnerability Taskforce created this Charter in 2021 and it has over 1,000 firms. It focuses specifically on vulnerability and forms a key part of the Consumer Duty Alliance Code of Professional Standards.
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