Additional voluntary contributions (AVCs): A guide for UK pension savers
For many people approaching retirement, the realisation that their pension pot won’t stretch as far as they’d hoped comes later
Wealth
Wealth planning for business owners
Help your business thrive with advice from our expert wealth planners.
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Efficient tax and financial planning is key to the success of your business
Understanding your business to help manage your wealth
As a business owner, effective wealth and tax planning can help protect your business and support your long-term financial goals. We take the time to understand your business, your circumstances and your objectives before providing tailored advice.
Tax-efficient business planning is an important part of managing and growing your wealth. We can review the balance between trading and investment activities within your business, helping you understand the potential tax implications and consider the most appropriate approach for your circumstances.
"A truly dedicated team with the client's best interests always coming first." Legal 500 2026
Independent advice on protection planning and investment
Our wealth advisers will give you an independent view of the marketplace when recommending protection planning for your business, including life and income protection insurance. They will also help you create a diverse and balanced investment portfolio to ensure you get the best out of your savings for a comfortable and secure future.
Comprehensive view on pensions advice
We advise business owners on the full range of pension schemes, and our legal team can also help with wills and ways to limit your inheritance tax liability.
How our business wealth advisers can help:
- Tax planning
- Protection planning
- Investments
- Pensions and retirement planning
This material is for informational purposes only and does not constitute an offer or solicitation for the purchase or sale of any financial instrument. It is not intended as accounting, legal, tax, or investment advice. Past performance is not indicative of future results, and all investments carry risks, including the potential loss of capital.
Tees is a trading name of Tees Financial Limited, authorised and regulated by the Financial Conduct Authority (FCA), Registered number 211314, and registered in England and Wales (Company number 4342506).
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What our clients say
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“Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.”
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“Thank you to you and the team for all your help. You really put my mind at ease with the paperwork and information—it all felt quite daunting. It was a pleasure to meet you, and thanks again.”
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“Adrian listens carefully and offers impartial, invaluable advice that has helped me achieve my retirement and lifestyle goals. I highly recommend him for his excellent people skills and clear, straightforward guidance. ”
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