Business and Corporate Financial Planning

Running a business involves a large amount of planning, most businesses and companies will have a business plan or financial budget in terms of where they want the business to be this may be in terms of growth of profits, services or research and development.

A lot of the time we fail to think about the threats which may prevent us from achieving these aims and goals.

Often the loss of a key individual can dramatically affect the running of a business whether small or large. We can help firms to plan effectively to ensure that their own specific needs are identified and planning put in place to insure they meet their future business objectives.

We can advise on a wide range of issues such as Shareholder/Partnership Protection plans, Key Person Cover, Group Pension Schemes, Group Private Medical Insurance, Relevant Life Plans and Group Death in Service propositions.

We are also able to advise on Small Self-Administered Schemes (SSAS), and Individual Pension contracts for Directors/business owners. Often Business Owners can be unaware of the advantages of these types of plans not just in respect to their own future financial well- being but also in terms of benefits to their business.

Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.