Corporate and Business Planning

A business is quite often a seperate legal entity for many and we believe the same key aspects of financial planning should apply for such.

David McDonald Financial Services Ltd have considerable experience of providing advice to business owners, key executives and stakeholders in small and medium companies.

We work in conjunction with other business advisers including banks, accountants and solicitors. The principals of financial planning are often the same as for individuals and may include the following:

Releasing and minimising risk to business assets.
Ensuring tax efficiency on business profits.
Retirement and exit planning.