Business Financial Protection
Service Description
Having the right protection and financial wellbeing in your business is key to success. We understand
the necessity to provide financial planning for directors and employees alike. We have extensive
expertise working with businesses of all sizes and across many sectors.
We help companies with employee benefits such as death in service, group income protection and
group critical illness and private medical insurance. We also support organisations with financial
wellbeing for employees.
On a personal level, we support clients with pension planning, investments, and personal protection
such as life insurance, income protection and critical illness.
This Service Includes
Pensions
- Personal Pensions
- Director Pensions
- Pension Consolidation
- Pension Planning
- Extracting profit from the business in the most tax efficient manner
- Self-Investment Personal Pension (SIPP)
- Pension Income Options
- Final Salary Schemes (Defined Benefits)
- Setting up Group Personal Pensions
Investments
- ISA’s, JISA’s & Unit Trusts
- Investment Bonds
- Private Wealth
- Venture Capital Trusts (VCT)
- Enterprise Investment Schemes (EIS)
- Business Relief/Inheritance Tax Solutions (BR)
- Discretionary Fund Management
- Trust Planning / Inheritance Tax Planning
- Long Term Care Planning
- Portfolio Management
Protection
- Group Life Protection (Death in Service)
- Group Income Protection
- Group Critical Illness Protection
- Life Insurance
- Income Protection
- Critical Illness Protection
- Private Medical Insurance
- Business Shareholder Protection
- Relevant Life Plan
- Key Person Insurance
- Financial Wellbeing
- Budgeting and Saving Money
- Mortgages
- Saving and Investments
- Protection, Wills & Trusts
- Retirement Planning
