Helping business owners with tax-efficient financial strategies covering share protection, key person assurance, income protection and investment of corporate funds to the setting up and management of staff benefit schemes and pension auto-enrolment.

The financial complexities involved with running a business can seem daunting. These are often amplified when considered in the wider context of day-to-day management and oversight of other work demands.

Your employees are the key to a successful business and a generous employee benefits package can give you competitive edge and assist in retaining and attracting talent to your company.

By working closely with you to understand the challenges faced by your business, we can help:

  • protect you and your key personnel
  • build staff retention by setting up and/or reviewing occupational pension, life and medical schemes
  • invest surplus profits
  • devise a workable exit strategy for you on the run up to retirement
  • business owners with tax-efficient financial strategies covering share protection, key person assurance and income protection

Below are some of the services we offer.