Planning for the future is an important part of managing your personal and business finances. At Matthews Sutton & Co, we can help you understand your financial position, identify key planning areas and consider the wider tax and accounting implications of your decisions.
We work closely with a trusted independent financial planning firm and can introduce clients where specialist advice is required.
Our role is to help you understand the tax and accounting position and, where required, introduce you to appropriate regulated advisers for specialist financial planning advice.
Working alongside financial advisers
We can work with your financial adviser, or introduce you to a specialist adviser where appropriate, to help ensure your tax, accounting and financial planning considerations are aligned.
Pension planning support
We can help clients understand the tax implications of pension contributions and how these may interact with personal or company tax planning.
Retirement planning
We can assist with the tax and accounting aspects of retirement planning, including business exit considerations, profit extraction, pension contributions and personal tax planning.
Business owner planning
For company directors and business owners, we can review matters such as salary, dividends, pension contributions and company profits to help support wider financial planning discussions.
Tax-efficient planning
We provide tax advice to help clients structure their affairs efficiently, while working alongside regulated advisers where investment, pension or financial product advice is needed.
Require more information?
If you would like more information or would like to speak to us direct then call us on 0151 734 4789. Or if you would prefer, ask us a question online.