Corporate Financial Planning West Kirby

West Kirby corporate financial planning for business owners covers four main areas:

West Kirby Corporate Financial Planning & Business Protection

  • How to ensure that if the worst happens, your business and family are protected. Life cover and income protection for the people that matter.
  • Are the shares of the business held by various parties? If so, is there a shareholder agreements in place that does not conflict with the articles of association.
  • Do the main key people have private medical insurance (PMI) in place to get them back to work if they are ill.
  • Commercial insurance plans to cover directors and the premises and equipment.

Business exit strategy

  • How will the owners exit the business? Sale, transfer of ownership etc.
  • Investing any business profits held in corporate accounts to gain increasing returns over bank rates.
  • Using Lifetime cash flow modelling to produce detailed cash flow reports of what the owner’s income and expenditure will be like after the business has gone. (see video on the home page).

Pensions/retirement

  • Workplace pensions: advice; costing; implementation and education workshops for employees.
  • SIPP’s and SASS advice, reviews and planning.
  • Commercial property purchases and sales within a pension fund.
  • Commercial property loans inside and outside of a pension scheme.

Employees

Employee benefits advice to include: salary sacrifice; shopping discounts and cycle to work schemes.

  • Education of employees in money management clinics and pre-retirement seminars
  • Financial advice for employees being made redundant.

Speak to one of our West Kirby IFA and West Kirby Corporate Financial Adviser today to book a FREE West Kirby corporate financial planning review meeting.

Why Choose us

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Investment portfolio review

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Cash flow modelling

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Fully Independent

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FCA regulated

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Financial planning

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Estate planning qualified

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Pension transfer specialists

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Occupational pension specialists

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All types of mortgages

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Care fee planning

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Low cost fees

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Corporate planning

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Wealth management

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Retirement planning

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Inheritance tax mitigation