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.

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.

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.