Corporate financial planning is an important element of running a successful business. We offer a range of services designed to help companies, partnerships and sole traders become more financially secure. 

Our services include advice on pension provision, helping employers make substantial savings through group schemes, whilst aligning these benefits with the specific goals of the management and staff.

We also implement corporate protection strategies to help companies safeguard their most important asset – their people. The includes advice on keyman and life insurance, which can protect a business if an important employee or director dies or becomes seriously ill. Plus, we can protect shareholding/partnership value through shareholder or partnership protection.

These arrangements can allow the remaining owners to purchase the retiring or deceased owner’s share, thus ensuring they remain in control of the business.

It is also important to ensure that the sale of the business share fairly represents its value at the time of death or retirement through ill health.