There are many investments that can provide valuable tax benefits. Some government backed investments also offer generous tax relief to investors – such as SSAS (Small Self-Administered Schemes) pensions for UK limited companies or partnerships.
These schemes attract valuable tax benefits, enabling the purchase of commercial property and making loans back to the sponsoring employer.
We can help make sure that protection is in place to ensure the continued smooth running of your business, in the event that a key worker is unable to work due to injury or ill health.
Our advisers can review your current auto-enrolment scheme as well as help in setting up new schemes, working alongside your payroll to help you meet your obligations.
We have long-standing relationships with many of the UK’s Wealth Management companies, as well as with a host of fund managers and ‘high-street’ providers.
Everybody has ideas about how they would like their retirement to look, and we are here to try and help you plan ahead and realise those dreams.
You may have policies in place which need to be reviewed or might be starting from scratch and need advice on finding the right policies to protect your family in unexpected situations.
Many people are increasingly concerned with ethical investing and we are accustomed to helping them create portfolios which reflect the things that are important to them.
Modelling takes into account the many factors and events that may influence a client’s life and can help you make adjustments to pensions and savings that really add up.