Corporate Planning and Benefits

How we can help your company

  • We provide a range of corporate services to advise Directors, Partners, Trustees in areas such as Corporate Investments, Pension arrangements, Directors / Shareholders Protection, Keyman Protection, Income Protection and Disability cover.
  • We advise on establishing new arrangements and reviewing existing schemes.

Corporate Services

Our Corporate Financial Planning Services include setting up Company Director Benefit Schemes
Choices in relation to Director’s Pensions can be complex and varied. We can help with advice on the choice and set up of a pension arrangement or review any existing plans already in place.

    We can advise on:

  • Executive Pension Arrangements
  • Small Self-Administered Schemes (SSAS)
Our Corporate Financial Planning Services include setting up Shareholder Protection Schemes
Providing protection for all shareholders in the event of death or critical illness.

    We advise on methods of:

  • Ensuring that those inheriting shares on the death of a shareholder or partner have a ready market place for their shares, which means a purchaser who is both willing and able to buy the deceased’s shareholding, and
  • Ensuring that the other shareholders in the company can minimise the risk of losing control of the company.
Our Corporate Financial Planning Services include setting up Keyperson Protection Schemes
    We can help corporate clients to:

  • Identify any personnel whose loss would be financially detrimental.
  • Evaluate the financial implications of that loss.
  • Reduce the reliance on that individual through strategic planning.
  • Insure the individuals concerned in a tailored, highly competitive structure.
Our Corporate Financial Planning Services include Tax and Investment Planningimage (c)Behavior Gap
    We help our clients, in conjunction with their other professional advisers, to:

  • Review income, capital gains and Inheritance Tax issues.
  • Review / Plan exit strategies.
  • Advise on best structure for holding investments within the business.
  • Advise on extracting capital from the business in tax efficient manner.
Whatever begun with planning, ends in a victory.Amit Kalantri
Our Corporate Financial Planning Services include setting up Employee Benefit Schemes
Are you getting the best value premium without compromising the staff benefits?

    We are happy to advise on / review your employee benefit scheme.

  • Pension Schemes
  • Life Assurance Schemes
  • Long Term Disability Schemes
  • Critical Illness Schemes

If you would like an assessment of your existing group risk covers or a competitive quotation, please contact us.