fINANCIAL PLANNING FOR BUSINESS OWNERS

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Protect what matters most

WHAT WOULD HAPPEN TO YOUR BUSINESS IF YOU OR A PARTNER DIED PREMATURELY?
Business Protection
personal retirement bond
Think of the future – yours and your business’
GET THE RIGHT RETIREMENT PLAN FOR YOUR BUSINESS
Retirement Planning
Business Protection Insurance
Your employees work hard - your money should to
HIGH INTEREST RATES AND SOARING INFLATION - IS CASH STILL KING?
Corporate Investments

Checklist for business owners and Professionals

  • Is your company contributing to your pension plan?
  • Are you reducing your company’s corporation tax bill to the maximum?
  • Are you on track with your expected retirement income?
  • Are you aware of the variety of retirement options available to you?
  • Are you reviewing your pension with your Financial Broker or Adviser every year?
  • What would happen to your family if you died prematurely?
  • Would they take over your share of the business?
  • Would the remaining shareholders have the funds needed to buy your share back from your family and has this plan been formalised?
  • What would happen to your business if a co-owner died prematurely?
  • Would you maintain control of the business?
  • Do you have the funds to buy back their share of the business from their family and has this plan been formalised?
Arrange a Free Consultation by dropping us a line. Pick up the phone and give us a call or request a callback to discuss your retirement planning needs.
The Rock, Carrigaline, Co Cork
info@forsythe.ie
087 2506365
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