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Corporate Financial Planning; providing you with tax efficient business solutions

Business Financial Planning

Corporate financial planning is about far more than arranging employee benefits and pensions. It involves making certain you've taken all the right measures to be in the best position to achieve your business goals and the necessary steps to protect your business.

The Financial Conduct Authority may not regulate some areas of commercial financial planning

Business Protection & Key Person Cover

Business protection is key to insure for the unexpected. It's a way to safeguard your business if something goes wrong.

No matter how large or small your business is; you're vulnerable to losing key staff.

Key person Insurance should be tailored around each individual company.

Within any business however they've been set up, there are always one or more key personnel who are vital to the business. Arranging insurances for key staff is not the most exciting, but essential for the livelihood of the business.

Employee Benefits

Looking after your employees will assist you in both recruiting and retaining high calibre members of staff. We invest time in getting to know your business goals in order to advise you on the most suitable employee benefits that will fit together with your business plans before we make a recommendation.

Solutions could include: Flexible benefits, pensions, death in service, group income protection insurance, group critical illness cover or group private medical insurance.

We would be happy to recommend suitable plans for you and your employees either for a range of benefits or focusing on one area.

The plan will have no cash value at any time and will cease at the end of the term if premiums are not maintained, then cover will lapse.

The policy may not cover all definitions of critical illness. For definitions please refer to the key features and policy documents.

Directors' Pensions

Pensions remain one of the most tax-efficient ways for business owners and company directors to save for their retirement.

Any company contributions will normally receive Corporation Tax relief whilst you will receive tax relief at your highest marginal rate on any personal contributions (subject to certain limits).

A pension can be a way of extracting business profits tax-efficiently for the benefit of a director or business owner.

This will grow free from most taxation, provide a tax-free lump sum and an income afterwards, when you decide to retire or take the benefits.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Corporate Investment

Advice that helps you Achieve your Business Goals

A good corporate investment strategy can assist you in protecting your interests - commercial and personal - for the long-term; maximising investment opportunities and capitalising on optimised management of your revenue streams.

We can help you with making investments to achieve either personal or business objectives and can offer corporate investment advice on a range of subjects - from pensions to long term commercial finance planning.

Come and talk to us about how we can provide advice tailored to your particular circumstances.

The value of investments and income from them may go down. You may not get back the original amount invested.