Financial Advice for Business Owners 

Financial Advice for Business Owners 

Local Financial Planners, Pensions Advisers & IFAs in Fareham & Lee-on-the-Solent

At Sterling & Law – Hampshire. we offer tailored financial advice for business owners. As a business owner or company director, your finances may be complex. With an emphasis on building, managing and growing a successful business you may struggle to give your personal finances the attention they need.

Running a business requires complete focus and an accountant to help manage the company finances, tax and more. But it’s important also to focus on your personal financial situation: your long-term plans, retirement and tax planning.

Tailored, bespoke financial advice for business owners helps company directors in many ways.

Whether you are looking to accumulate wealth, plan for retirement, mitigate personal or Inheritance Tax, with Sterling & Law – Hampshire you will be in safe hands.

Trusted financial advice for company directors & business owners 

If you are looking for a trusted local financial adviser, with Sterling & Law – Hampshire you are in safe hands.

Our Practice Principal, Ian Batterbee has provided business owners with financial advice for over 25 years. As one of VouchedFor’s Top Rated Advisers for 2023, if you are looking for pensions, tax, and investment advice call us today!

Working with business owners 

We offer a range of financial advice for business owners.

Our independent advisers will help you achieve your personal & business financial goals and objectives.

We can work with you and your accountant, and any other business advisers you work with to plan and structure your finances in the most tax-efficient way.

Through this approach we help to ensure your money is working as hard for you, as you are on your business.

Pensions advice & tax efficient investments

Our pensions and investment advice for businesses owners covers:

• Utilising your annual allowance and making tax-efficient pension contributions 
• Helping you make the most of your company pension scheme.
• Acquiring commercial property, and mitigating tax
• Making recommendations on other tax efficient investments such as VCTs, and EIS

Find out more

Estate Planning & Inheritance Tax (IHT) Advice

Whilst your business assets do not form part of an estate for IHT purposes, if you sell your business and these assets become cash, this can present you with some challenges. Asset when sold, that become cash, are subject to IHT. We help business owners:

• Mitigate unnecessary taxes such as IHT
• Formulate an effective estate plan
• Pass on your assets in a tax-efficient way

Find out more

Independent Financial Advisers covering Fareham & Hampshire

Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire.

Our fully independent financial advisers will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.

Contact Laura

E: laura.bailey@sterlingandlaw.com

P: 01329 550190

Ian always provides accurate and well reasoned advice as to how best to proceed with any financial matters that we have consulted him about. Ian has helped me to understand and set up a robust retirement plan as well diverse investment strategy.