Increasingly, the pressures of running a successful business take priority over the time spent on planning your and your employees’ financial security.

Corporate planning

The death or serious illness of a key director or employee can have far-reaching or even disastrous consequences for a business.
This could result in:

loss of profits
the recall of loans
reduced capacity
loss of key clients/contacts
reduced practical know-how.

Having the correct insurances in place and making sure that they are regularly reviewed and updated as your business changes can be a particularly onerous task.



As a shareholder your focus is on working with your fellow shareholders to make your business successful.

If you were to die, would your beneficiaries share the same goals for the business?

Your fellow shareholders may have to work with partners who have little or no interest

in the business and your beneficiaries will own shares with no ready buyers.

Employee benefits

Having an effective benefits and remuneration strategy that is clearly communicated and appreciated by your employees can really help you to retain high-calibre employees.

Online total reward statement –

Helping your employees to understand and appreciate the cost of the benefits.

Private medical insurance. –

Ensuring your employee’s health and well being and reducing their absence from work waiting for medical treatment.

Salary sacrifice arrangement –

Facilitating employee access to tax-efficient benefits whilst at the same time reducing employer’s national insurance costs.

Group life, income protection and critical illness – 

These are important benefits that not only form key part of a comprehensive employee benefit package but also enable you to manage your business more effectively.

Corporate pensions


If you are running a successful business, how can you use that to generate financial security in retirement?

We have a range of potential solutions that will provide both you, and your employees, with tax-efficient retirement benefits.
Some of the areas we can discuss with you are:

group pension plans for your colleagues and employees – an attractive recruitment tool as well as a justifiable business expense

salary sacrifice arrangements that will provide cost-effective pension planning opportunities for employees whilst reducing employer National Insurance costs

pension arrangements enabling you and your family to reap the rewards from the success of your business

trustee-based arrangements that offer a cost-effective solution for trustees to transfer the scheme liability to a new pension arrangement, thereby securing employee pension rights

ensure whichever contributions or pension plans you select, that you comply with your auto-enrolment obligations for your employees.

Get started today

Contact us for any of your business advice needs.

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