corporate financial planning.

we help organise your businesses’ finances

we understand that running a successful business takes a considerable amount of time, commitment and dedication…

Business owners often have little time to think about business protection and organising the business’ finances. Together, we can plan ahead to help you to achieve your financial objectives and help provide financial security for your business over the long term.

Benefits of taking financial advice for your business

Financial planning is the key to success within your business. At Kind Wealth, our corporate financial planning service will give you more time to focus on running your business and give you the peace of mind knowing that your business’ finances are in order.

We can work alongside your accountant and legal advisers to ensure that our plans take into account your wider business objectives.

expert advice

preparing to sell your business?

If you are preparing to sell your business, the more time you prepare, the better the outcome is likely to be.

Many company owners put in a lifetime of hard work into building their business, only to throw away some of the rewards by failing to fully consider how they will exit.

Putting plans in place for the sound management of the business over several years will add value to your business, and allow you to begin your exit relatively quickly, and as smooth as possible when the time is right.


Aim for a year-on-year increase in profits

As business owners, we typically look to minimise profits to minimise the Corporation Tax we pay. Whilst this makes sense in the short-term, it could harm your business’ perceived value.


Look to expand your range of customers and suppliers

If you rely on a few key customers, this can undermine your business’ value.


Maximise your relief for Capital Gains Tax (CGT)

You may be able to claim entrepreneurs’ relief, which reduces the amount of CGT you would otherwise be liable for.


Accurate information

Ensure your accounts are in order and up to date, to give a true picture of the business. This will really save time when it comes to any due diligence that may be required later in the exit process.


Long-term contracts

Aim to tie key customers, suppliers and employees to long-term contracts.


Seek specialist tax advice

If your business holds a substantial amount in property, shares or cash in the bank account, these may disqualify you from entrepreneurs’ relief, so seeking specialist tax advice can be extremely beneficial.

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kind wealth

adds value

When deciding the fees we charge for advice we want to be sure you receive value for money and that the solutions we recommend are likely to deliver your objectives.

Ground Floor
3a Swallowfield Courtyard
Wolverhampton Road
B69 2JG

Inheritance Tax Planning, Estate Planning and Tax Planning are not regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

(+44) 121 233 0611

helping you reach your life goals through proper management.

Kind Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the financial conduct register ( under references 440703 and 440718.

Kind Wealth is registered in England and Wales No 08431437, Registered Address Old Bank Chambers 582-586 Kingsbury Road, Erdington, Birmingham, B24 9ND.