Video –

The Entrepreneur Series

Steve Pennington, Head of Wealth Planning, met Jim Keeling, Chairman of the Corporate Finance House Corbett Keeling, to discuss how forward planning can help entrepreneurs keep their business and personal finances on track when making significant changes, or when the unexpected occurs.

From protecting the business in the event of a shareholder passing away to protecting your family’s financial position, taking steps to protect your tax position today can deliver rewards tomorrow.

If you would like to book a meeting to discuss how we can help you or your business, please get in touch.

Watch now

Could your business survive if a key shareholder passed away? Find out how to ensure you maintain control.

Does your business qualify for IHT exemption? Discover how to manage your assets post exit to safeguard your tax position.

Thinking of selling your business? Put these actions in place to ensure your personal wealth is protected before you sell.

Discover the common steps entrepreneurs miss when managing their personal wealth.

Top tips for retaining the best talent for your business ahead of a sale.

Discover the advantages of getting the right advice when your advisers work together.

Unfolding the key to success

Our research shows that despite good intentions, very few entrepreneurs (less than 20%) find the time to put in plans to protect their wealth post-business exit.


Becoming a client

Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.

+44 (0)20 7012 2500

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Our clients value a highly personal relationship banking service. Commercial customers are usually running businesses with a turnover of greater than £1m per annum.

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