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Vizion Wealth Chartered IFA Milton Keynes Business Planning & Protection

Business Planning

As chartered financial professionals with a head office in Stony Stratford, Milton Keynes and a secondary office in St Albans, Hertfordshire, our team of advisors cover the surrounding areas including Greater London, Buckingham and Bedfordshire, Vizion Wealth are able to work with small and medium sized business owners and their other professional advisers to ensure the business receives the very best advice. Whether you are looking to safeguard the future of your business, employees, invest corporate funds for the long term, plan your tax and create pension strategies for employees, directors and partners, we are here to help.

Key Person Protection

Many businesses find key individuals are responsible for a significant portion of corporate profits and losing them would have a serious impact on the financial health of the business. Receiving the right advice is key to ensure the business is protected in the event of a key person dying or suffering a serious illness.

Shareholder & Partnership Protection

Does your business have a succession strategy in place in the event of death or serious illness of a major shareholder? By implementing a suitable strategy the surviving business owners are able to main control of the business and ensure the beneficiaries of a deceased shareholder or the incapacitated shareholder are compensated for the value of the shareholding in the business.

Relevant Life Policies & Income Protection

With many companies offering employees a group death in service and income protection benefit, this is not always available, suitable or sufficient for directors and senior executives. However, by receiving the right advice, senior executives and directors are able to enjoy a tailored alternative that is both tax and cost efficient.

Corporate Investments

As professional business advisers, we are able to advise business owners on accumulated corporate wealth and how this can be invested sensibly, tax efficiently and where suitable in conjunction with a director’s or senior executive’s retirement strategy.

Pension Strategies For Directors

With pensions being one of the most tax efficient methods of removing capital from a limited company as a legitimate business expense, ensuring directors maximise this strategy is one of our areas of expertise. With careful and robust planning using available allowances, we are able to save considerable tax and create significant wealth for directors and business owners over the long term.

Auto Enrolment

Auto Enrolment is a minefield of new pensions legislation that requires ALL employers to automatically enroll some or all of their workforce into a qualifying pension scheme. This has created an additional corporate burden especially for small and medium sized businesses and is unsettling for many employers who would rather focus on growing their business. We are here to help navigate your business through the auto enrolment minefield and ensure your auto enrolment pension implementation is painless and provides a positive retirement strategy for your staff.


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Guide to Business Protection

To download our FREE guide to Business Protection simply click on the button below.

For an initial chat about your personal or business financial planning needs, you can speak to an expert by calling our Milton Keynes office on 01908 920043. You can reach us via email at

Milton Keynes Headquarters: Vizion Wealth LLP, 16 London House, Swinfen’s Yard, High Street, Stony Stratford, Milton Keynes, MK11 1SY. Telephone: 01908 920043.
Registered in England number: OC367088. Vizion Wealth LLP is a Limited Liability Partnership. Vizion Wealth LLP is authorised and regulated by the Financial Conduct Authority.

Vizion Wealth is listed on the Financial Services Register under reference 565523.

If you wish to register a complaint, please write to or telephone 01908 920043. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 0234 567.

The Financial Conduct Authority does not regulate tax planning, trusts or workplace pensions.
Please do not hesitate to contact us if you have any questions regarding this review.

Vizion Wealth LLP cannot be held responsible for the content within any external website or documents that are linked to from this site.

© 2023. All rights reserved. Vizion Wealth LLP


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