Seifert & Dunk Wealth Management supports UK company directors in understanding how their business and personal finances connect — especially as tax rules, allowances and risks change.

Many assume that once accounts and tax returns are filed, everything else is covered. In practice, profit extraction, protection, succession and long-term planning are rarely reviewed strategically.

Our role is to provide clarity.

We help directors review:
• Business and personal financial structures
• Protection and continuity planning
• Pension and extraction strategy
• Ownership and succession planning

We do not promote products through advertising or social media. Our content is educational, helping directors ask better questions before making decisions.

Where appropriate, directors can request a structured review with a Chartered Financial Planner to understand their options.

Who we work with
• UK directors, owners and shareholders

What we believe
• Planning should be calm, not reactive
• Structure matters as tax rises
• Clarity reduces risk
• Good decisions start with understanding

Areas commonly reviewed
• Director protection and business continuity
• Shareholder and succession planning
• Relevant Life and business protection structures
• Pension and long-term planning
• Profit extraction strategy
• Family and legacy planning

The value of your investments can go down as well as up. You could get back less than you invested.

Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St. James’s Place Partnership and the titles Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives.

SJP Approved xx/xx/xxxx

Seifert & Dunk Wealth Management

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