Retirement Planning

We work closely with businesses to create effective retirement planning solutions that are of benefit to both employers and employees. Our service includes:

  • Reviewing existing company schemes including auto-enrolment
  • Crafting pension arrangements for Directors and senior employees
  • Examining the relevance of Small Self Administered Schemes (SSAS)
  • Implementing Group Scheme arrangements, including Stakeholder and Group Personal Pension arrangements
  • Advising on cost-effective financial planning such as Salary Sacrifice arrangements

Our priorities lie in producing a strategy that is individual to each business client, with a focus on increasing retirement flexibility and increasing tax efficiency for employers

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstancesand changes which cannot be foreseen

 We understand that success in business lies in retaining and nurturing talent; the right retirement solutions are essential in attracting and engaging key employees


Business Protection

Protection is an essential part of the financial management strategy for any business.  Our service includes:

  • Mitigating the financial impact of losing a key employee or shareholder through illness, disability or death
  • Advising on Income Protection, Critical Illness Cover, Group Life Assurance Schemes

We examine the levels of protection needed to safeguard both employers and employees through difficult times