As money builds up in your limited company, it’s always important to have one eye on the day when you will sell or close the business. This calculator shows why investing your business cash could be key to a comfortable retirement – even if it means higher tax bills when you retire…
How your money is invested
Commercial investments are held in the Wesleyan Unit Trust Managers' (WUTM) Commercial Investment account. It allows you to invest your business cash in a range of risk-rated funds.
The funds are actively managed for you by Wesleyan's award-winning investments team – named 'Investment Team of the Year - Re/insurer' in 2023. Capital at risk.
More support for your medical business
Business advice for medics
See how Wesleyan Financial Services can support you as a business owner as you plan to exit your medical business.
Business protection
Ever thought about what would happen if something happened to you or your business partner? It’s not nice to think about – but it’s essential to have a plan in place.
Retirement planning
Exiting your medical business is often part of a wider retirement plan. See how Wesleyan Financial Services can help you prepare your finances for life after work.
Guidance for your dental business
Business advice for dentists
Get expert financial advice for your business, tailored to dental practice owners and shareholders. See how we can help you plan your exit strategy.
Business protection
At Wesleyan Financial Services, we know how rewarding owning a dental practice can be. But we also understand the risks involved – and how best to protect yourself against them.
Retirement advice
Looking to make your dream retirement a reality? We can help you plan for your life after dentistry, with advice tailored to your career and financial needs.