Company Owners

We have a wealth of experience looking after the financial planning needs of the company owner, such as:

  • The extraction of corporate profits in the most tax efficient manner
  • The arrangement of tax efficient life cover
  • Ensuring swift and efficient succession in the event of the death of one of the shareholders (for the deceased's family and for the company)
  • Protecting the business from the death or illness of a key employee
  • Reviewing the arrangement of the business to ensure inheritance tax efficiency
  • Advising company owners pre and post sale

Finding a firm which understood my various company and personal affairs was a great relief"

Prime Wealth Planning Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: 5 Argosy Court, Scimitar Way, Whitley Business Park, Coventry, CV3 4GA. Registered in England and Wales No. 8003140. A list of Directors is available at the Registered Office. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Prime Wealth Planning Limited is entered on the FCA register ( under reference 586270. 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