Clarity and control
Know where you stand — and what’s possible — with expert support.
Corporate Solutions
Make smarter decisions for your business, your wealth, and your future
Make tax work for you
Structures that support growth and reduce waste.
Plan for life after work
Build wealth inside and outside your business.
Protect what you’ve built
Safeguard your business, your family, and your future.
Whether you’re extracting profits, planning your exit, or protecting what you’ve built — we’re here to give you clarity and confidence.
Confidence starts with a plan.
At INCO, we understand that business financial planning affects not just your company — but your personal income, your family, and your future. We help business owners take control of that complexity. Our advice helps you:
- Extract profits tax-efficiently, with the future in mind
- Structure your business to suit your goals
- Build personal wealth outside the business
- Protect your income and key people
- Be ready for exit — planned or not
- Link business decisions to personal priorities
Your business decisions today will shape your life tomorrow. INCO will help you make the right ones — because we don’t believe in one-size-fits-all advice for business owners. Every company is different — and so is every owner’s role, ambitions, and future plans. Whether you’re building wealth, stepping back, or strengthening your business for the long term, we’ll create a strategy that supports your business and your life beyond it. Let’s make your next business decision a smart one. It starts with a conversation.
Corporate Solutions
At INCO, we work closely with business owners to create financial strategies that are built around real-world priorities — not just spreadsheets. Our advice is tailored, practical, and always focused on long-term outcomes. We typically support clients with:
Profit extraction strategies
Tax-efficient structuring
Shareholder and key person protection
Retirement and exit planning
Succession and legacy strategies
Investment strategies for retained profits
With INCO, you’re not just getting advice — you’re gaining a partner who understands the pressures of running a business and the importance of protecting what you’ve built.
INCO’s Corporate Solutions are strategic, personal and built around your business.
Here’s how our 3-step process helps you create financial clarity — and keep control as things change.
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Step 1: Understand your goals
Before we talk strategy, we take time to understand your business.
That includes your structure, responsibilities, and personal priorities — so the plan fits your full picture.
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Step 2: Build your strategy
We create a financial plan tailored to your company and your future.
From profit extraction to succession, we’ll help you make smart decisions — for today and the years ahead.
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Step 3: Evolve and adapt
Your business will change — your plan should too.
We’ll review regularly and adjust as needed, so your strategy always reflects where you are and where you’re going.
Corporate Solutions, made simple.
Business-first strategy
Every recommendation is tailored to your business structure and your role in it.
Long-term support
Advice that evolves with your business, your family, and your future plans.
Sometimes, it’s not about more information — it’s about having the right conversation.
We’ll help you cut through the noise, make sense of your options, and feel confident about what comes next. No sales pitch. Just honest, expert advice — when you’re ready.
Frequently asked questions.
What makes INCO different from other financial advisers?
We’re truly independent — which means we’re not tied to any provider, product or fund. Our advice is always shaped around your needs, not a sales target.
Do you only work with high-net-worth clients?
Not at all. We work with a wide range of individuals, families, and business owners across the UK. If you want clear advice and a long-term plan, we’re here to help.
What services do you offer?
We provide tailored advice across wealth management, financial planning, tax optimisation, business finances, and divorce-related planning. We also offer financial coaching for long-term behavioural change.
How does the financial planning process work?
It starts with a conversation. We get to know your current situation and goals, then create a personalised plan. From there, we manage, review, and adapt your plan as life evolves.
Are your advisers regulated?
Yes — INCO Financial Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority.
Can I work with you remotely?
Absolutely. While we're based in Sheffield, we work with clients across the UK via phone, video and email — whatever suits you best.
How do you charge for your services?
We believe in transparency. Costs vary depending on your needs, but everything will be clearly explained before you commit to anything.
Can you help with complex tax or inheritance planning?
Yes. We specialise in helping clients structure their finances tax-efficiently — including inheritance tax, capital gains, and income tax planning — working alongside your solicitor or accountant where needed.
Do I need to have a lot of money to benefit from financial advice?
Not necessarily. The right advice early on can make a big difference — and it’s often about protecting what you have, not just growing it.
How do I get started?
Just get in touch. We offer an initial conversation with no cost and no obligation — simply a chance to understand whether we’re the right fit for you.
Our services, built around you.
Explore how our expertise supports different areas of your financial life.
Wealth Management
Grow and protect what you’ve worked hard to build.
Financial Planning
Plan clearly for your future with confidence and peace of mind.
Tax Planning
Structure your finances tax efficiently to retain more of your wealth.
Corporate Solutions
Strengthen your business with clear financial insight and long-term strategy.
Divorce Planning
Navigate transitions with clarity, support, and sound advice when it matters most.
Financial Coaching
Build better habits and a healthier relationship with money.