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Business Owners

Helping Business Owners Turn Business Success Into Personal Wealth.

Build it. Grow it. Extract it. Protect it.
We help you make smarter financial decisions beyond your business.

Turning Business Success into Personal Wealth

As a business owner, much of your wealth is tied up in your company. While this creates opportunity, it also creates complexity.

The key challenge is not just growing your business — it’s knowing how and when to extract capital efficiently, structure it properly, and turn it into long-term personal wealth.

At Livian Wealth, we work with business owners to bridge the gap between business success and personal financial security.

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The Challenges
Business Owners Face

Many business owners find themselves:

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Holding excessive cash within their business
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Unsure how to extract profits tax efficiently
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Too focused on the business to plan personally
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Lacking a clear strategy for exit or succession
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Exposed to unnecessary tax or investment risk
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Without a structured plan, opportunities are often missed.

How We Help

Our approach is built on a set of core principles that shape every client relationship:

Capital Extraction Planning

Helping you move money from your business into your personal name in a tax-efficient way.

Pension Strategies

Using pensions as a powerful tool for tax relief and long-term wealth creation.

Investment Structuring

Ensuring extracted capital is invested efficiently and aligned with your goals.

Exit & Succession Planning

Preparing you for a future sale, transition, or stepping back from the business.

Tax-Efficient Solutions

Guidance on strategies such as VCTs, EIS, and Business Relief where appropriate.

Our Approach

We take a joined-up view of both your business and personal finances.

This means:
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    Understanding how your business generates profit
  • Identifying the most efficient ways to extract wealth
  • Creating a long-term plan for your personal financial future
  • Ensuring everything works together — not in isolation

The Value of Ongoing Advice

The most successful business owners don’t make one-off decisions — they adapt over time.

With ongoing support, you benefit from:
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    Regular reviews to ensure your strategy remains efficient
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    Proactive planning ahead of tax year end
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    Adjustments as your business and personal goals evolve
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    A trusted sounding board for key financial decisions
This removes pressure, improves outcomes, and gives you confidence that everything is on track.

Who This Is For

This service is ideal for:
Profitable business owners generating surplus cash
Profitable business owners generating surplus cash
Directors planning for exit within the next 5–10 years
Directors planning for exit within the next 5–10 years
Entrepreneurs wanting to build wealth outside their business
Entrepreneurs wanting to build wealth outside their business
Individuals seeking clarity, structure, and long-term strategy
Individuals seeking clarity, structure, and long-term strategy
    Livian Wealth builds long-term partnerships that deliver clarity, care, and lasting results.

    Start Building Wealth Beyond Your Business

    If you’d like to understand how to extract, structure, and grow your wealth more effectively, we’re here to help.