Built by entrepreneurs, for entrepreneurs.

We’ve built a business, too

Whether you’re scaling up, planning an exit, or preparing to hand over the reins, we’ll help you build something that lasts - for yourself, your family, and your legacy.

At Finura, we understand the entrepreneurial journey - because we’ve walked it ourselves. Since launching in 2013, we’ve grown from a five-person team to a thriving firm of 40+, managing over £1 billion in client wealth.

That experience gives us a first-hand view of what it takes to build, scale, and sustain something meaningful.

We’ve made mistakes, learned fast, and gained unique insight into the pressures entrepreneurs face - from cash flow and key hires to long-term succession planning.

Seamless support or bold leadership

We work alongside your accountant, lawyer, or corporate finance team to ensure your planning is seamless. Or, if you prefer, we can take the lead – bringing all the parts together into one clear, forward-thinking strategy.

How we help entrepreneurs

Your business isn’t just a source of income – it’s your life’s work. Often, significant wealth is tied up in the business itself, and unlocking that value takes smart, joined-up planning. Here are some of the pain points we can help with:

Planning how much money you draw from your business and the most tax-efficient way to take it
How to maximise returns on retained profits
Forecasting how your exit options would impact your personal finances
Setting up the optimum pension scheme for your business to lower corporation tax
Ownership and share structure, succession planning and reducing inheritance tax
Build a business and culture that thrives

Your business, your asset

As a business owner, your company is likely your greatest financial asset – and its value relies on people, continuity, and confidence. We help you:

Insure key individuals to shield your business from financial shock
Put shareholder or partnership protection in place for seamless continuity and succession
Safeguard the value of your business and legacy against the unexpected
Ensure all your business and personal cover is complementary and integrated

Whether you’re protecting revenue, key people, or planning your exit strategy, we make sure every piece works together – so your business and legacy are secure.

Building strong cultures and portfolios

Your people are your greatest asset. We can help you create a business culture that people love, retain the best talent, and set the ideal conditions for sustained success:

Ensure your people have access to leading-edge benefits that attract and retain top talent
Support your team with tools and resources that prioritise their health and wellbeing
Empower your employees to give back through tax efficient charitable giving via payroll
Foster a culture of growth and collaboration with interactive sessions designed to inspire and connect your teams

It’s all part of a long-term strategy to build value, protect what you’ve created, and help your business (and your wealth) evolve with you.

Get in touch to find out more

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Entrepreneurs & Business Owners FAQs

How does a financial planner fit with my accountant or corporate finance team?

A financial planner brings everything together, focusing on your personal and business wealth goals. While accountants handle compliance and tax returns, and corporate finance teams focus on business transactions, we integrate tax-efficient planning, pensions, investment strategies and risk management to make sure your personal and business finances work in harmony.

What are my options for tax-efficient profit extraction?

Options can include a mix of salary, dividends, pension contributions, Venture Capital Trusts or Enterprise Investment Scheme investments, and retaining profits within the business for future benefit. We tailor a solution for you - balancing workable profit extraction today with smart long-term growth and exit planning.

How should I invest retained profits?

Retained profits can be reinvested in the business - like capital, new projects, or staff - or diversified into personal investments such as ISAs, pensions, or alternative assets. We help you decide between business reinvestment and personal wealth-building, based on your objectives.

How can I create a tax-efficient employee benefit strategy?

Consider options like group pensions, private medical insurance, income protection, key person cover, and shareholder protection. These can provide tax relief while enhancing retention and protecting your business's financial future. We’ll craft a solution tailored to your company’s needs.

Can Finura review our key person and shareholder protection?

Yes, we provide comprehensive reviews of your business protection arrangements, filling gaps and upgrading cover as needed. We work closely with your accountant and legal team to align your protection with your business’s risk and succession plans.

Are Family Investment Companies a good idea?

Family Investment Companies (FICs) can offer control and tax advantages but are often complex and costly. Simpler solutions, like investment bonds, may deliver similar benefits with less fuss. We’ll compare options and recommend what’s right for your goals and situation.

Can my business pay for professional advice?

Yes, professional advice fees can often be paid by the business and structured tax-efficiently. We’ll help you understand what’s possible for your company.

What are the current rules for Business Asset Disposal Relief (Entrepreneurs’ Relief)?

This relief grants a reduced Capital Gains Tax rate on lifetime gains up to £1 million, with rates of 14% from April 2025 and rising to 18% in April 2026. We’ll help you plan disposals for the most tax-efficient outcome.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. For guidance, seek professional advice. The Financial Conduct Authority does not regulate tax planning.

Built by entrepreneurs, for entrepreneurs.