Director Services

Financial advisors are able to provide specific Director services with additional strategies above regular accounting recommendations, such as; taking a combined salary and dividend for income, shareholder protection, relevant life plans, wills and investment planning. These are all areas that require specialist advice and expertise – more information in detail below.

Are you making the most of being a Director?

Our specialist services are designed to complement your current accounting processes. Our experts are focused on ensuring that the service they provide is market-leading and performed to the highest quality in order to bolster the financial position of your business. Find out more by using the ‘enquire’ buttons below.

Profit Extraction

There are several tax-efficient ways of extracting profits from a company for directors. We offer a free consultation with our Chartered Financial Advisor to review your circumstances and advise on how best to achieve your financial goals.

A number of popular strategies that business owners use are services such as; Director pensions, Enterprise Investment Scheme (EIS) and Venture Capital Trusts (VCT). If you would like to speak to a financial advisor today about ways to extract profits from your business more efficiently, please contact us today.

Pension Planning

With the wide variety of pension plans available to different people in varying financial situations, it seems difficult to find the one that’s right for your financial situation.

Following an initial consultation through Maven, the financial advisor can assist you in choosing the right pension plan and, for business owners, these pension plans can be linked to the business in order to reduce your total payable corporation tax.

Shareholder Protection

Unforeseen events such as being unable to work due to injury, contracting a critical illness, or even death, can have a catastrophic impact on the finances of a family or a business.

Through Maven, you can efficiently implement a shareholder protection structure whereby, should the business face a catastrophic scenario, the share structure and autonomy of you and your fellow directors are protected. This tax-deductible strategy is used to reduce your business’s payable corporation tax.

Life Insurance

Having life insurance in business is a smart choice, ensuring that your business, your assets and the people closest to you are protected for the long run.

At Maven, we assist in ensuring that your life insurance policy is properly implemented and is being fully capitalised on as a tax-deductible expense in order to reduce your payable corporation tax bill.

Commercial Financing & Mortgages

Among the array of tax-deductible loans that businesses can use to reduce their annual payable corporation tax bills are commercial financing loans and mortgages.

At Maven, we assist businesses in incorporating these types of loans and financing options into a more comprehensive tax-efficient strategy. Helping them to reduce their payable corporation tax and manage their finances in a tax-efficient and profitable manner.

Will Writing

As a business owner it is vitally important that you are prepared for all eventualities such as dying or losing your ‘mental capacity’. How will your business continue to run or who will make important business decisions if you are unable to? What are your succession plans for the business? A comprehensive Will can help ease these concerns and help ensure your future wishes are met.

A Business Lasting Power of Attorney (LPA) allows you to appoint suitable Attorneys to manage your business interests if you were to become ‘mentally incapable’. Whether that be a trusted Attorney, spouse or friend. Dying without a Will or losing ‘mental capacity’ without an LPA can cause significant stress to family, friends and business partners but is easily avoidable. Reach out to us today to find out how best to ensure that your wishes are guaranteed.

Mergers & Acquisitions

Timing, valuation and market position are all key considerations when looking to sell your business. Knowing what purchasers are looking for and positioning your business correctly will assist with the sale and the value of your business. We can assist you in providing industry specific expertise, assisting in advice on all of the above.

Following an initial consultation, our experts can assist both potential sellers in the process of estate planning & the use of trusts, providing investment solutions to mitigate lost income, utilising existing / new strategies to maximise available tax reliefs and inheritance tax / succession planning. Likewise, our experts will assist potential buyers in sourcing finance for an acquisition, setting up business insurances to cover liabilities associated with debts incurred, implementing shareholder protection policies to protect each new shareholders’ interests and undertaking cash flow analysis for future corporation tax planning.

Management Buy-outs

At Maven, our experts will work with you to prepare for a sale. Assisting your prospective purchasers in raising capital will ensure that the sale of your business happens as smoothly as possible and in the most tax efficient manner. We can assist clients in any position, whether they’re undertaking one of, or a combination of, any of the following:

Full Sale
Partial Sale
Third-Party Sale
Private Equity Purchase
Management Buy-Out
Asset Sale
Employee Buy-Out

Executive Coaching

A challenge that many business owners face when selling their business is finding out that it isn’t as valuable as they thought it would be; this is often because the business relies too much on its owner. Preparing your business for sale and deciding on an exit strategy are essential when realising the true potential and value of your business. Our business coach will ensure that you prepare for the future whether you’re aiming for scale, sale or passive income. There are no shortcuts when increasing the value of your business and our coach will work to optimise every aspect of the business and push you to achieve your business goals.

Investment Planning

We provide the opportunity to all of our clients to channel their profits into managed investments, allowing them to grow their money for the medium-term and extract these profits at low tax thresholds once matured.

This service requires an initial consultation with the Chartered Financial Advisor in order to identify and approve an investment strategy for maximum tax efficiency. Of course, it is required that we state, and that it is understood, that an investment’s value is linked to the performance of the funds that a client selects. You could get back less than you invested.

Testimonials

I came across Maven by chance, with the view that me and my accountant had everything sorted financially. However, after my first call, my eyes were opened to all the tax advantages that I wasn’t fully capitalising on, and several other opportunities to be aware of for the future like R&D, which I didn’t realise was applicable to my business. In the time since, Maven have been consistent in keeping in touch with me and my accountant and I’ve had more money to re-invest into my business. I can’t recommend them enough.

As a business owner, I am appreciative of what Maven have introduced me to. I don't pay a penny for their regular reviews and have regular calls with one of the team whenever they've found something that will save or generate money for my business. I like their ethos behind all their practice that you'll only ever make money by becoming a client of theirs. Both me and my accountant have been more than happy to engage with them on some of their financial solutions and strategies.

When Maven Solutions first approached me, I said "No thanks, I have a fantastic accountant". Luckily for me, they persisted and now I benefit from having both my accountant and the amazing team at Maven Solutions. There is a wealth of knowledge in the team, and I've learnt so much. Thank you for everything you've done, and continue to do.

The team at Maven Solutions are amazing. They are extremely proactive in their support and assistance. They have expertease in a number of different area all of which offer excellent support. Nothing is too much trouble, and knowing you have the support in business or as a contractor in today's complex business environment is invaluable. Thanks J and the team.

Outstanding service from Ethan and Jake at Maven Solutions, they helped me quickly and efficiently with my tax return and have saved me money! Can't recommend them enough!

I instructed Maven Solutions to start looking at my finances about 12 months ago as I didn’t have the time or knowledge of how best to manage my money. Since then I have placed a considerable amount into a pension scheme reducing my tax bill, I have placed money in investments, looked at tax efficient methods of investing any spare cash. Explored potential GDPR data exposure through my company, R&D opportunities and historical capital allowance claims that were not maximised previously. All this required minimal effort from myself and was taken care of by the team at Maven. They returned promptly with the outcomes of the investigations and advised my options on how to proceed. Very efficient and now I am content that I am maximising my money to the best possible outcome available to me at this moment in my career.

I randomly met some of the Maven team at a networking event, as you do, we talked business. After going through what I do Jacob immediately impressed me with the wide variety of options, efficiencies and knowledge to help me run our business more efficiently. Having now dealt with more of the team they are able to complement the existing services that we receive from our accountant and business coach. The results; well…. lots of things started falling into place - profits, efficiencies, tax planning, borrowings and lots more. Since that day we feel that the business has another department helping us succeed; given me more time to focus on running the business and growth. Service is great from the whole team, I would highly recommend if your starting out or a seasoned business owner. Its never to late to learn something new and improve your business.

We had lost direction and focus on our financial future as a business, until we discovered Maven. Thanks to their fantastic team we have made some massive savings, aligned our business objectives and really got back on track. Maven's business knowledge and advice is not to be underestimated. Thank you Maven!