Cavendish Private Wealth

Business Owners

We understand the unique challenges and opportunities faced by business owners. Our specialised services are designed to address the financial intricacies of running and exiting a business while maximising benefits for you and your family.
We guide business owners in implementing relevant life policies, which allow life insurance premiums to be tax-deductible as business expenses. This approach provides essential coverage while improving tax efficiency. Pension contributions can also be optimised for business owners, enabling you to use your business to fund your retirement in a highly tax-efficient manner, while also reducing corporation tax liabilities.
For limited company directors, we offer tailored advice on dividend strategies, tax optimisation, and effective use of business profits to build personal wealth. Our bespoke solutions are designed to empower business owners to achieve financial success, ensuring both personal and professional goals are met with precision and care.
Why Choose Us

Your Wealth, Our Expertise,
A Legacy Together

Exclusive Family Office Expertise

We serve as your private office, providing a comprehensive, seamless service tailored to your family’s unique needs. 

Bespoke Solutions

Every plan and strategy we craft is as unique as your goals, built around a deep understanding of your personal and financial priorities. 

Unmatched Discretion

Confidentiality and trust are the cornerstones of our client relationships. We safeguard your information and reputation with the utmost care. 

Enduring Partnerships

Our commitment to you extends beyond financial performance; we strive to become a trusted adviser and partner for generations to come.

Have a question about our services?

Talk to our Advisor.

Contact Us