We have worked over many years with businesses of all kinds, small and large, and also some national charities. Whatever the form of your business, it will be worth your while to talk to us and discover how we might help you. We can help with –
- The investment of surplus funds.
- Tax-efficient personal protection for owners, directors and key employees.
- Partnership, co-shareholder and key person insurance.
- Pension planning for the owners of the business and auto-enrolment workplace pensions for employees.
- Helping business owners buy their business premises.
- Making significant tax savings.
- Getting businesses compensation for mis-sold interest rate swaps.
- Management consultancy.
Below are links to some case studies explaining how we have helped businesses owners and their employees.
How we’ll help a self-employed joiner retire early thanks to our pension advice.
How we enabled a self-employed electrical wholesaler to save £6000 per annum in tax.
How we bought our own office building using our own pension funds.
How we helped a husband-and-wife couple to rediscover their enjoyment of their business.
