Financial Planning for Business Owners - Eolas Money

Category: Financial Planning for Business Owners

Helping you on Life's Financial Journey

10 Things Our Clients Have Never Said

When it comes to your financial future, leaving things to chance is rarely the best strategy. Over the last 17 years, we’ve found that the clients who benefit most from financial planning are those who take the time to consider what they want their future to look like — and put a proper plan in…
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Selling Your Business Starts Long Before You Find a Buyer

For many entrepreneurs, the sale of your business is the most significant financial transaction of your lifetime. After years of building a successful company, ensuring you achieve the best possible outcome requires careful preparation—not just when you’re ready to sell, but several years beforehand. At Eolas Money, we encourage business owners to develop an exit…
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Bespoke Financial Planning for Business Owners: PRSA or Master Trust

PRSA vs Master Trust: Key Differences for Company Directors 

For business owners and company directors, the choice between a PRSA and a company pension (typically a Master Trust) is no longer straightforward. Since the introduction of IORP II, it has become a core strategic decision in retirement planning.  At a high level, a PRSA is a personal pension contract between you and a provider. A…
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