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Fort Financial Planning Ltd
  • Home/
  • About Us/
    • About Fort Financial Planning
    • Meet The Team
    • Every interaction matters
    • Seven Step Process
  • About You/
    • Truth about Money® How much is enough?
    • Why Do I Need A Financial Planner
    • Client Profiles
  • Articles and News /
  • Contact Us/
  • Careers/
  • Client Portal/
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Fort Financial Planning Ltd

Your Life, Your Money, Your Future

Small Businesses

Fort Financial Planning Ltd
  • Home/
  • About Us/
    • About Fort Financial Planning
    • Meet The Team
    • Every interaction matters
    • Seven Step Process
  • About You/
    • Truth about Money® How much is enough?
    • Why Do I Need A Financial Planner
    • Client Profiles
  • Articles and News /
  • Contact Us/
  • Careers/
  • Client Portal/

A Special word to Business Owners

If you run your own business, either as the sole owner, or as a partner or co-director, you have an incredible opportunity that should be maximised.

You have an asset that could help you accumulate enough money to live the life you want.

My question for you, as a business owner, is have you built into your services or products the cost of your future?

Click here to continue reading

Business Property Relief - A Compliment to Traditional Tax Planning

With many tax allowances now frozen at current levels until at least April 2026, is it time to consider Business Property Relief (BPR) investments to compliment more traditional tax efficient investments like ISAs and pensions?

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Life beyond your business

Successful business owners are good at what they do - and therefore when thinking about their eventual retirements and exit from their business, more times than not, their plan involves relying on their business to fund their life in retirement.

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SME Business Protection

After a turbulent 2020, to say the least, many small and medium sized business owners may now be looking at their business model afresh in what we are told is the ‘new normal’. In a very simplistic way many of you may be thinking about the need to increase revenue or drive down costs, or more likely, a mixture of both.

Click here to find out how to protect your business


A special word to small sized business owners…

If you run your own business, either as the sole owner, or as a partner or co-director, you have an incredible opportunity that should be maximised.

You have an asset that could help you accumulate enough money to live the life you want.

My question for you, as a small business owner, is have you built into your services or products the cost of your future?

Click here to continue reading

  • Home/
  • About Us/
    • About Fort Financial Planning
    • Meet The Team
    • Every interaction matters
    • Seven Step Process
  • About You/
    • Truth about Money® How much is enough?
    • Why Do I Need A Financial Planner
    • Client Profiles
  • Articles and News /
  • Contact Us/
  • Careers/
  • Client Portal/

Fort Financial Planning Ltd

No investment decision should be taken based on the content of this site. Always take full individual advice first. Regulations and legislation governing taxation, investments and pensions may change in the future. Fort Financial Planning is authorised and Regulated by the Financial Conduct Authority | Registered in England & Wales No: 05262921
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