As a Director / Owner of a business your main focus is always on how the business is performing. But have you had planning advice for your own personal financial situation? Remuneration planning is vital to all Directors / Owners to optimise tax efficiency and capital accessibility.
We can introduce you to a group of experienced, professional Financial Advisers and Wealth Managers dedicated to your financial health. They provide both standard and/or complex advice on pensions, investments, protection, and commercial products to Directors and Corporates.
Yes, we are happy to discuss remuneration planning with any director / owner of a business, no matter how small or large.
Business WillsRelevant Life Protection – Paid by the business reduces personal business tax.
Review performance and costs of workplace pension – required by law
Review costs and perceived benefits of existing employee benefits
Consider opportunities for employees and company to increase retirement savings and reduce NI contributions significantly.
We can also look at making cost savings in the following areas:
Telecommunications – Landlines, Mobiles, Broadband, VOIP, Cloud.
Utilities – Gas, Electricity, Water, Green Energy.
Finance – Lease Finance, Card Terminals, Software.
Business Insurance – Professional Indemnity, Public Liability, Employers Liability, Premises & Contents, Personal Accident.
HR – Outsourced HR Solutions, Health & Safety, Employment Law, Covid 19 Risk Assessment.
We do not require sight of any documents. All we need is 10 minutes to quickly understand how we can assist you personally and the business.
Nothing, we need to understand your personal financial situation before we can make any recommendations.
There is no set time as we work at your pace.
It’s a very simple process. Complete the free remuneration check and we can begin the process for you.
We can introduce you to a group of experienced, professional Financial Advisers and Wealth Managers dedicated to your financial health.