Corporate Services
Dedicated to supporting you financially
Introduction to our services
The Key Benefits to our Corporate Clients
We work very closely with our Corporate Clients, our aim is to help you by attracting, maintaining and motivating your best employees by offering benefit packages that support their personal lifestyles and wellbeing.
We take pride in looking after your company as well as all of your employees, with individual consultations, planning and reviews.
We look to secure the future of your business by looking at tax strategies and the financial interest of Directors & Shareholders. Future planning will ensure your company's continued growth and success is invested inline with your business statement.
Once we have understood your aspirations, we will produce an individualised Corporate Financial Plan. This will highlight the Key Recommendations, which we will implement to best suit your timeframe and level of investment.
For a free initial consultation please follow the link below
Our skillful team will take care of your people who take care of your business
We understand how to plan your retirement and minimise business taxes
We know how to support our clients in their lifestyle structure
Group Benefits and attractions
Benefit packages employers and employees are looking for
The perceived value of these benefits is often much higher than the actual cost of providing it, which makes such benefits very useful in attracting, retaining and motivating your staff.
We can support the set up of a Pension Scheme from which all of your employees may benefit from, whilst adding further advantages to your busiensses. It’s a win-win situation for your company and your staff.
We will undertake a regular valuations and educations of the member’s pension provision on a one to one basis upon request, and members will have online access to their pension information, including up-to-date fund values.
Group Insurance provides your valuable staff with insurance where they may not be able to buy cover to protect themselves and their loved ones.
Our skillful team will take care of your people who take care of your business
We understand how to plan your retirement and save business taxes
We know how to support our clients in their lifestyle structure
Directors Pensions
Building your future and reducing your taxes
We maybe able to help reduce your Corporation Tax, Income Tax and National Insurance Liability with the careful use of Directors Pensions.
With careful Tax Planning we can successfully help dispose of surplus profits, whilst at the same time creating a very attractive private fund that can lend money to the company.
We can support the Directors Pensions having the ability to buy Corporate Property and thus potentially benefitting the directors of your company.
Our skillful team will take care of your people who take care of your business
We understand how to plan your retirement and save business taxes
We know how to support our clients in their lifestyle structure
Key Person & Shareholder Protection
Insuring the leaders of your business
With Keyman Insurance you can protect yourself against the sudden loss of critical members of staff. We will conduct a detailed audit to assess the type of cover you might need.
Shareholders, Directors or Partners can arrange life insurance based on the amount that would need to be raised in order to “buy-out” the deceased participant’s share in the business.
This way, the death of a principal will trigger payments adequate to meet the cost of buying the share of the business inherited by the former principal’s beneficiaries.
Within the context of shareholder protection, it is also worth considering that Key Man insurance can protect the business – and thus the financial interests of the shareholders – in the event of the death or long-term incapacity of key employees.
Future Planning and your Business Estate
Helping you plan your Business Estate and succession
We understand that navigating the complexities of IHT can be challenging, but with our expertise, you can optimize your estate and minimize tax liabilities. Whether you’re an individual, a family, or a business owner, we tailor our services to meet your unique needs.
Our experienced advisers will guide you through the IHT rules, ensuring you understand how they apply to your specific situation. We’ll recommend strategies to pass on your assets in a tax-efficient manner, allowing you to retain more of your wealth. Gain greater control over when and how you pass on your wealth to loved ones.
We consider your overall financial goals, family dynamics, and long-term aspirations. Our recommendations are personalized to your circumstances. Rest assured that your wealth will be managed efficiently, benefiting both you and your heirs.
Our skillful team will take care of your people who take care of your business
We understand how to plan your retirement and save business taxes
We know how to support our clients in their lifestyle structure
