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Corporate Financial Planning

Corporate Financial Planning, providing you with tax efficient business solutions

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.

Below are just a few of the areas that we can help your business with:

The Financial Conduct Authority does not regulate commercial financial planning

Corporate Protection

Shareholder Protection

The legal right and financial ability to purchase the interests of another shareholder following their death or serious illness.

Partnership Protection

A policy that enables surviving partners to buy out a proportion of the business that was owned by the departing/deceased partner.

Key Person Protection

Providing critical Illness cover for essential team members can help ensure the continued success and stability of your business. Critical illness cover is a policy that can help cover the direct and indirect costs associated with the serious illness or injury of a key worker.

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.

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

Corporate Pensions

Making astute plans for regular income during retirement is important. Our corporate financial planning experts can help you review, design and implement company-wide pension arrangements with your employees' best interests at heart. We can also advise on executive retirement plans for business owners and the management team using tax efficient plans to maximise income now, as well as plan for the future.

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.

Employee Benefits

Looking after your employees will assist you in both recruiting and retaining high caliber 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, private medical insurance, income protection and critical illness

Auto Enrolment

Automatic enrolment is the new pension reform that has been introduced by the Government. Enrolment is phased depending on the size of your company, with all enrolled by February 2018

Auto enrolment will encourage all employees to contribute to a workplace pension scheme in an attempt to move away from a reliance on the State pension. Employers have a real responsibility to ensure that their employees make adequate provision for their retirement income.

Developing the right strategy for implementation will ensure that you are not only compliant with the new legislation, but that auto enrolment has a positive impact on your business and staff.

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.

Auto Enrolment is regulated by the Pensions Regulator

For details of our fees for Corporate business please see our page Our Fees

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