Accountants

Corporate and M&A

  • Succession & Exit Planning

Business & Corporate Protection

  • Shareholder Protection
  • Keyperson Protection
  • Relevant Life Policies

Commercial Property Purchase via Pensions

  • SSAS Professional Trustees since 1979
  • SIPP

Corporate Investment Strategies

  • Owner Manager Retirement Planner
  • Funding for Business Growth
  • Risk Based Investment Management
  • Sale of Business - Proceeds Investment

Staff - Group Risk & Employee Benefits

  • Assist with recruitment & retention of key staff
  • Executive Benefits Provision
  • Installation & Management of Risk Benefits
  • Claims Management
  • Flex Benefits
  • Staff Benefits Online Access

Staff - Managing Group Pensions

  • Suitability Review of Existing Schemes
  • Compliance with current and new legislation (Stakeholder & NEST)
  • Installation & Management of Risk Benefits
  • Pension Scheme Installation and Management
  • Bi-Annual Staff Pensions Surgery
  • Retiring Staff Advice Clinics

Planning for New Business Ventures

Planning for Retirement