Is your business delivering the life you want?
Yes? No? Maybe? Well, by considering the tax efficiency of seven key areas of your life together with your business, you can achieve the life you want quicker; starting by identifying your real-life number. This is the number that counts for everything behind the scenes that you are working towards in your real life. It includes things like your next house, next big investment, or your pension pot.
If you have a stable business and you are serious about getting more value out of your business, to achieve the things you want from life tax efficiently, you have to be ready to think hard and share information on the below seven areas of your life. Because your version of financial freedom is yours.
Now below is a link to a discovery form centred around these areas:
DISOVERY FORM: Here
File/Save a copy
You’ll notice it does require a certain level of detail, but we assure you it is time well invested if you’re
want to get the results. We capture this information via a form away from us, as it’s not something to rush or be pushed on by us. You need time to think about it properly. To help we’ve put together some guidance ‘Why do we need this information’ here refer to this if you’re unsure at all