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

How we can help

Please see our video to find out how we can assist company owners.

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

Contact us today

Contact us today to see how we could advise on your financial planning needs as a company owner.

Consult Prime Wealth today if you need assistance with corporate financial planning. We are a market-leading firm of independent financial advisers offering a range of financial planning services, cutting through complex jargon to deliver the clear and simple advice that you require. The range of solutions offered by Prime Wealth are much greater than those provided by the vast majority of wealth management firms and this is why so many business owners turn to us for a complete end-to-end service.

A wealth of experience

We have a wealth of experience when it comes to serving the financial planning needs of company owners. With our help, you can extract your corporate profits in the most tax efficient manner possible, arrange tax efficient life cover, ensure swift succession after the death of a shareholder, protect your business from death and illnesses of key employees, advise company owners before and after sales and review the way your business is arranged to optimise tax efficiency. Basically, if you need professional advice on meeting your financial planning requirements as a company owner, we can provide it.

Protect and grow your wealth

Our pro-active financial advisers have the experience and expertise needed to help you reduce your tax liabilities, introducing you to key products that will help you protect your business and family. No matter how complex your needs are, we can help you minimise your tax obligations and plan your pension efficiently. The solutions that we provide to each client are designed to help you achieve your goals, with bespoke options always available. No two clients are ever quite the same, which is why we work hard to tailor our services towards your needs.

The peace of mind you require

We have years of experience behind us and can help you achieve things you may have thought impossible. We can help you find a new way of business that reduces cost and waste substantially, specialising in a range of areas including inheritance tax, health protection, share protection, individual savings accounts, wealth management, corporation tax, pensions, tax planning and more. Our solutions can help you save thousands of pounds and help you make the most of your retirement further down the line.

Working harder to protect your interests

We are only ever happy when you are truly satisfied with the service that we have provided. We are here to help you retain more of your profits and create much greater personal wealth through investment, property ownership and pensions. You can contact us at any point if you do have any queries about any of the services that we offer. There are a number of useful resources to read on our website, and we have offices in Birmingham, Coventry and Solihull. Don’t hesitate to get in touch if you do wish to learn more about the corporate financial planning opportunities available to you. You can reach us by sending an email to or by calling us on 02476 518 552 (Coventry), 0121 233 2992 (Birmingham) or 0121 711 6353 (Solihull). Why not drop us a line right now?

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