Corporate planning

Being part of a large independent accountancy practice means we have lots of experience working with businesses and their professional advisers. We understand the particular challenges faced in the day to day functioning of a business and can provide advice in a number of areas. In particular we can ensure your shareholders are protected, tax efficiency is optimised, company assets are invested appropriately and employee benefits can be utilised to reward, retain and recruit high quality people.

We split our corporate planning services into four distinct areas as follows:-

  • Individual financial planning for Directors and Shareholders
  • Business protection including insuring shareholders and key employees
  • Investing and managing company assets
  • Employee Benefits and Company pensions (including Auto Enrolment)

Our experienced financial planners are ready to discuss your requirements and demonstrate how we can make a difference to your business.

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