- Company Finance
Such as finance to fund developments, for borrowing in limited company name, for business finance, for larger investment opportunities.
- Property Finance
Mortgages, whether for buy to let, purchase, remortgages, and secured loans.
- Tax & Cost Efficiencies
This is linked into pensions and investments, plus retirement planning to help and ensure that you get the most appropriate advice.
Life Cover, Critical Illness Cover, Accident & Redundancy, Income Protection, Health Insurance, Buildings & Contents Insurance, plus corporate policies, such as key person.
- Savings & Investments
Deposit accounts; fixed Term and Instant Access Savings, ISAs, National Savings & Investments. Then there is Fixed Interest Securities; Corporate Bonds and Gilts, Investment Bonds, onshore and offshore investments, Unit Trusts, OEICs and Investment ISAs, Structured Capital Investments, VCT, EIS, ETFs, Investment Trusts.
- Exit Strategies
Whether it is management buy outs or later life planning such as - Long Term Care Insurance, Care Fees Planning, and Inheritance Tax Mitigation.
We can also help you arrange the following company healthcare and welfare schemes, on a full employee benefit or voluntary basis: e.g. private medical insurance, cash plans, life assurance, permanent health insurance, employee assistance plans, and dental insurance.
- Retirement planning
We all know, pensions can be complicated especially as many rule changes, to both private and state pensions, have been made over the years. Occupational schemes are pension provisions arranged by employers. The main two types of schemes are defined benefit or defined contribution. A substantial body of legislation is in operation governing employers pension arrangements and all employers are currently thinking about “Auto-enrolment” that requires them to automatically enrol eligible workers into a qualifying workplace pension scheme to which both must contribute unless the worker chooses to opt out.>