Corporate
” Great things in business are never done by one person. They’re done by a team of people.” – Steve Jobs
When running your own business, there are often many plates to keep spinning at the one time. However, sometimes it can pay to take a step back from the day-to-day operations and make sure that the business is working for you.
Have you considered the following areas:
- What is the impact on the business if something unforeseen happens to a key individual?
- Have you reviewed the various tax-efficient wealth extraction methods available as a business owner?
- Do you know the funding limits for your pension?
- Does your business hold excess cash that can be utilised more efficiently?
- Have you established suitable provisions for the estates of the shareholders in the event of a premature death?
- Does your company have a succession plan in place?
- Would you like to attract, reward and retain your staff in a tax-efficient manner?
When running your own business, there are often many plates to keep spinning at the one time. However, sometimes it can pay to take a step back from the day-to-day operations and make sure that the business is working for you.
Have you considered the following areas:
Protection Solutions
- Keyperson Insurance
- Shareholder or Co-Director Insurance
- Partnership Assurance
- Pension Term Assurance
- Income Protection
Retirement Planning
- Executive Pensions
- Master Trusts
- PRSAs
Tax-efficient Corporate Savings & Investments
Wealth Extraction Strategies
Employee Benefits Arrangements:
- Group Pensions and PRSAs
- Death in Service Schemes
- Serious Illness Plans
- Group Income Protection Arrangements
Talk to us today and we can develop a robust financial planning strategy for the business and the people behind it.
