Our Services

Business Planning

Building and running a business requires immense dedication and effort. We understand the all-consuming nature of entrepreneurship, which is why our business clients rely on us to help them navigate the complex world of business protection. We provide comprehensive solutions to safeguard your company against various risks, enabling you to successfully run your businesses while protecting your personal and family wealth.

Assessing Business Risks

We work closely with our business clients to identify and assess the potential risks they face. Our experienced advisers understand the unique challenges and uncertainties that come with running a business. We’ll conduct a thorough evaluation of your specific circumstances and business operations, ensuring that we leave no stone unturned in optimising your long-term business goals.

Comprehensive Business PLANNING Solutions

SSAS (Small Self-Administered Scheme)

For business owners considering retirement planning and wealth accumulation, we offer expertise in SSAS. This innovative but poorly understood pension scheme provides flexibility and more control over your retirement funds, allowing you to invest in a wide range of assets, including commercial property. Our advisers will guide you through the intricacies of SSAS and help you harness its benefits to secure your financial future.

Key Person Protection

Key individuals play a pivotal role in the success of a business. Key person protection solutions ensure your company is prepared for unforeseen events, such as the loss of a key employee due to death, critical illness, or disability. We’ll work with you to assess the financial impact of such events and design tailored insurance plans that protect your business and its continuity.

Shareholder Protection

In the event of the death or critical illness of a shareholder, it’s crucial to have measures in place to protect the business and the remaining shareholders. Our shareholder protection solutions provide financial stability and ensure a smooth transition of ownership, allowing your business to continue operating without disruption.

Relevant Life Insurance

We understand the importance of taking care of your employees. Relevant Life Insurance is a tax-efficient life insurance policy that provides valuable employee benefits, allowing you to protect the welfare of your team members and their families. We’ll help you understand the benefits of Relevant Life Insurance and help you implement this coverage for your employees.

Legacy Planning

It is a common assumption of many business owners that their business is 100% eligible for Business Property Relief (BPR). However, circumstances may arise over time that result in this relief being lost or certain assets “excepted” from this status, such as excess cash held within the business. We will help you identify if this is a problem for your business and provide advice on options available to you.

Partnering for Your Business Success

We are committed to helping you mitigate risks and protect your future, personal wealth and family. Contact us today to schedule your complimentary consultation.