Running a business today takes a great deal of hard work and commitment.

Increasingly, the pressures of running a successful business can take priority over the time spent on planning your and your employees’ financial security.

On top of this, it’s becoming ever more complex to extract funds from a business tax efficiently.

So when it comes to the businesses’ finances, and indeed your own, you could probably do with a helping hand to ease the pressure and keep things running smoothly.

Effective planning is key, especially as your business grows and the finances start to become increasingly complex.

At KWM as well as assisting you with your own personal wealth, we can assist you in managing your corporate wealth.  We have extensive experience in

  • Tax efficient extraction strategies
  • Investing excess funds on the balance sheet
  • Family Investment Companies

We can help you put the right plans in place with our range of services designed for the corporate world.


The value of investments will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

We're ready to help