Financial Planning Considerations for Business Owners | Rikesh Chauhan

Many business owners spend years focused on growing their company, but often spend less time considering how the business supports their long-term personal financial goals.

In this session, Rikesh Chauhan, Wealth Planner at Hoxton Wealth, explores some of the key financial planning considerations for company directors and business owners. The discussion covers how excess profits can be used more efficiently, the role pensions can play in long-term planning, how protection planning can be structured through a business, and when corporate investing may be appropriate.

The session also looks at common mistakes business owners make, including leaving excess cash sitting in the company, overlooking available allowances, and delaying important planning decisions that can have a significant impact over time.

Topics covered include:

• Managing excess business profits

• Pension planning for company directors

• Employer pension contributions and tax efficiency

• Protection planning and relevant life cover

• Corporate investing considerations

• Long-term wealth planning for business owners

• Common financial planning mistakes

• Real-world planning examples and practical considerations

This session is designed for business owners, entrepreneurs, and company directors who want a clearer understanding of how different areas of financial planning can work together to support their personal and business objectives.

Presented by Rikesh Chauhan, Wealth Planner at Hoxton Wealth.

This content is for information purposes only and does not constitute financial, tax, or legal advice.