Sole Traders

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

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.

Margaux Pensier - Family and Business Protection

Margaux Pensier QFA, BA


Margaux Pensier is the Family and Business Protection expert at Qifa Financial Planners is a Qualified Financial Advisor(QFA).

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.