Apsire Partnership Brochure - page 20

David’sfinancial crossroads
• Loss of benefits
• Reduced income
• Newbudget
• Business plan
• Cashflow
• Incomeprotection
• Business structure
• Life cover
• Pension funding
• Tax status
• Gift son, Harry, shares or
makehimbuy in
• How toequalisewithhis
sister Annie
• University costs
• Newpremises purchase
inSIPP
35
AGE
45
55
LucyOffered
Partnership
StartOwn
Business
Harry Joins
Business
Leave
OldPremises
ExpandBusiness
Children’sEducation
Redundancy
JobSecurity
Opportunity
APPROACH 02
18
1...,10,11,12,13,14,15,16,17,18,19 21,22,23,24,25,26,27,28,29,30,...76
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