Corporate Financial Adviser West Kirby
When running a business on the Wirral, you need a professional West Kirby Corporate Financial Adviser that can help and advise with your West Kirby corporate financial planning needs. We have professionals advising and helping with all things business related. Your accountant may be great at tax and business advice, but we get into the detail around succession, staff, exit planning and much more.
West Kirby Corporate Financial Adviser
West Kirby Corporate Financial Adviser Specialist
Business Protection- Protecting your business from: early death or illness of a shareholder or keyperson
- Shareholder protection agreements to protect your interest in the event of death
- Commercial insurance from the whole of market
- Private medical insurance for owners and employees
Business exit strategy
- Exit strategy planning
- Business property and entrepreneurs relief – IHT mitigation
- Investing business profits – better returns than offered at high street banks
- Lifetime cash flow modelling for your post-retirement years (see video on the home page)
Pensions/retirement
- Workplace pensions: set-up; advice; costing; implementation and education for employees
- SIPP’s and SASS advice, planning, lending, unquoted share purchase
- Commercial property transactions
- Flexible access drawdown for the business
Employees
Employee benefits including: salary sacrifice; shopping discounts and cycle to work schemes.
- Education of employees in money management clinics and pre-retirement seminars.
- West Kirby Financial planning for employees being made redundant.
Speak to one of our West Kirby IFA and West Kirby corporate financial adviser team today to book a FREE planning review meeting.
