Corporate Benefits
Companies as well as individuals require specialist financial planning advice. Too many companies leave this aspect of their business to chance putting their business at risk.
We provide comprehensive financial advice to the owners, directors and employees of companies both large and small. This can incorporate business protection, partnership and key person protection and employee benefits such as Pensions, Death in Service, Income Protection, Medical & Dental plans & flexible benefits including car schemes, salary sacrifice, cycle to work etc. building into a total reward hub for your employees.
Pensions Auto-Enrolment (AE) which commenced in October 2012 represents a challenge to all employers but for many smaller companies establishing a company sponsored workplace ppension plan will be a new and daunting challenge. With our knowledge and experience of the pensions market and understanding of the rules of workplace pensions (including auto enrolment) we are able to provide solutions which will enable you to introduce the new pension arrangements with minimum disruption.
THE PENSIONS REGULATOR IS THE STATUTORY REGULATOR FOR WORKPLACE PENSIONS. AUTO ENROLMENT IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
Expertise is needed to plan around corporate tax requirements and any implications that arise. Companies have many specialist needs including business protection, partnership & key person protection and employee protection and retention. Contact us on {company.telephone} to arrange a full business financial planning review.
Flex-benefits
Flex-benefits schemes allow employees to select the benefits that suit them. As well as the more normal employee benefits such as Pensions, Income Protection, Medical & Dental plans your scheme can incorporate benefits such as shopping vouchers, mobile phones, childcare vouchers, salary sacrifice, cycle to work and company car schemes etc. This can both improve your staff retention and make you more attractive to new recruits.
We can help you deliver bespoke flexible benefits plans to your employees. They are increasingly popular as a means of offering more tailored employee choice.
Also See:
Company Pensions & Auto Enrolment Key Person Protection
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAX PLANNING.
Your First Meeting is at our Expense
The briefing stage of our Wealth Architecture Program ( see our process chart here )
is an opportunity for us to get to know you better and for us both to assess if we would like to work together.
In this meeting we’ll help you get a better understanding of what financial issues you need to be considering.
We'll also simplify your financial future by busting through a lot of the jargon that exists in this profession.
And then we’ll quote a fixed price before moving to the next step, with no obligations.