As a sole trader, you are building your business with a number of employees. You need clarity and direction in relation to reducing your tax returns.
Some aspects that may cause you concern are:
- Succession Planning
- Pension Limits
- Contribution limits for Sole Trader
- Group pensions and benefits for your employees
We have a large variety of sole traders as clients. We know your problems and more importantly the financial solutions to those problems.
You possibly also need some advice in relation to employees and the options available to them. There is a lot of regulation out there and we can help cut through the jargon and give you a clear, financial plan for you, your family and your business.
Sole Trader Case Study
JC is a farmer. He recently moved to a Limited Company. This is a whole new tax regime. We were able to successfully move all his pension and life cover to the new Limited Company. This was a major saving in tax for his family and provided a clear financial path for their future.
Sean Lynch, CFP, QFA, FLIA
Sean Lynch is the Financial Planning expert at Qifa Financial Planners and has 30 years’ experience in financial services.
Make An Inquiry
Please complete the short form below and our Family and Business Protection expert, Margaux Pensier will contact you as soon as possible.