OUR SERVICES
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Shareholder Exit Planning
Exiting a business can be one of the most significant financial events in a shareholder’s life. We provide tailored financial planning to help business owners prepare for this transition with clarity and confidence. Whether planning for retirement, selling shares, or passing ownership to family, we work closely to ensure the exit aligns with personal goals, minimises tax, and secures long-term financial independence. Our holistic approach considers your wider wealth, income needs, estate planning, and timing to help you make the most of your exit — both personally and professionally.
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Company Pension Scheme Advice
We provide expert guidance on setting up, reviewing, and managing workplace pension schemes that are compliant, cost-effective, and attractive to employees. From auto-enrolment to tailored group pension arrangements, we help employers design schemes that meet both their responsibilities and their strategic goals. Our independent approach ensures access to the most suitable providers and ongoing support.
Key Person Insurance & Shareholder Protection
Key Person Insurance and Shareholder Protection are vital safeguards for business continuity. We help identify the financial impact of losing a key employee or shareholder due to illness or death, and arrange appropriate cover to protect the company. This ensures the business remains financially stable and that share ownership can be transferred smoothly and fairly.
Salary Sacrifice
Salary sacrifice arrangements can be a smart way for businesses and employees to save on National Insurance and enhance pension contributions or other benefits. We advise on compliant structures that optimise take-home pay and employer savings, while clearly communicating the advantages and practical considerations to staff.
Explore Employee Company Benefits
Attracting and retaining top talent often depends on the quality of your employee benefits package. We help businesses design and implement a compelling range of benefits—from healthcare and life cover to pensions and wellbeing schemes. Our approach balances cost-efficiency with employee engagement to deliver real value to your team and your business.
Corporate Investments
Businesses with surplus cash can benefit from professional investment strategies that aim to outperform standard deposit accounts. We help companies invest with purpose—whether targeting growth, income, or capital preservation—while maintaining appropriate access to funds. Our independent advice ensures investments are aligned with the company’s risk appetite and financial objectives.