Corporate & Small Business Planning
Corporate & Small Business Planning
We provide a comprehensive Financial Planning Service for Directors, Partners and Sole Traders in the following areas:
- Self Invested Pensions – A variety of pension solutions for sole traders, partners and directors.
- Employee Benefit Packages – Group Income Protection, Group Private Medical Insurance, Group Life, Group Money Purchase Pension Schemes.
- Corporation Tax Planning for Limited Companies.
- Shareholder Protection Schemes for Directors.
- Key Persons Life Cover for Directors and Executives.
- Personal Tax Planning for Directors, Partners and Sole Traders.
- Succession Planning
- Raising Capital (Share Issue, Commercial Mortgages, Loans and Overdraft)
We provide advice to established and start up businesses, our aim being to guide business owners through the maze of different products available with emphasis on four key areas, namely:
- Keeping Control
- Protecting Profit
- Maximising Tax Relief
- Helping recruit and retain quality staff
Our existing Corporate and Small Business clients benefit from our wealth of experience of dealing with a wide range of businesses operating in various business sectors from Service Industries, Professional & Legal, Information Technology, Telecommunications, Energy, Manufacturing and Farming.
Keith Ingram, Managing Director, is our Corporate expert. He draws on his expertise gained from a successful Banking and Financial Services career. Many of our clients have benefited from his expertise in placing Commercial property into their Self Invested Pensions (SIPP's & SSAS's). This is an excellent tax efficient way of holding a commercial property, particularly when it is used as the trading address of the business.
For an initial assessment of your business needs please call Keith Ingram on 01425 611666 (or in his absence speak to our Office Manager Gill Hepburn) to arrange a visit at your office.
Our initial assessment is completely free of charge and without any obligation.
The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested.
