Corporate Financial Planning

We provide specialist independent advice to employers, their directors and staff. In our corporate work we aim to contribute to the highest levels of decision making and to bring significant benefit at all levels. The importance of early involvement in the planning process cannot be over emphasised and we are always available to discuss ideas at a conceptual stage in order to prepare the right foundations on which to build for the future.

The scope of our advice includes:

Director's pensions
Executive pensions
Employee benefits (including: flexible benefit packages, pensions, life cover, income protection, private medical insurance).
Business protection (including key person assurance and partnership protection)

Your key asset, your staff

The most important asset of any business is its staff and there are often key people within an organisation who are vital to the ongoing effectiveness and development of the organisation.

The death or disability of a partner or shareholder often has serious financial implications for the business, for example: the unforeseen costs of employing key personnel, potential loss of customer goodwill, and the need for a surviving spouse to realise the value of any shareholding passed to them. We provide a comprehensive analysis of your business need and advice on the most appropriate and competitive protection plans for your needs.

Pensions

The provision of a company pension scheme has long been recognised as an attractive vehicle for rewarding and retaining staff. It is also one of the most tax efficient business management tools available to business owners. Successive changes to pension legislation have resulted in a complex web of rules which can only be navigated under expert guidance.