020 8387 1231


Corporate Clients

Corporate clients

Owning your own business is a dream for many entrepreneurs but managing a company involves administrative costs and responsibilities. We can assist you by arranging and administering employee benefit plans that can provide tax benefits, help you attract and keep high-quality employees whilst mitigating your company against losses and disruption to your business on account of the long term illness or death of key staff members.

Workplace Pensions

Auto-enrolment imposes new duties and, probably, additional costs on your business. There are many decisions to be made and potential pitfalls at every stage. Businesses that fail to comply can suffer financial penalties. The Pensions Regulator has produced detailed guidance and pension providers can help to some extent, but many companies value the expertise of an adviser who can look at their particular circumstances and recommend solutions. We make it our business to stay up-to-date with the latest developments in auto enrolment so that we can offer you the very best in expert advice.

Business Succession Planning

The death or critical illness of a business owner can lead to unexpected or undesirable consequences for those left behind. Taking the opportunity - well in advance of such an event happening - to plan for such a situation can help crystallise what you want to happen to your business after your death, and to identify how best to ensure that this will actually come about.

When we advise clients about business insurance and succession planning, we start by finding out the most important issues in each specific case. Once these have been identified and prioritised, we can then recommend a suitable way forward.

In doing so, we will advise on:

  • The options available and their costs
  • Tax implications
  • Methods of valuing the business.

Employee Benefits

Once you have great employees on board, how do you keep them from jumping ship? One way is by offering a good benefits package.

For employees, a benefit package can help plan for old age and unexpected events (like becoming ill or injured), and can save them a bit of money on day-to-day expenses too.

For employers, a strong, relevant and well-communicated benefits package not only helps employers make sure they get the pick of employees at recruitment, but can also help them retain happy, committed workers.

Not everyone needs the same employee benefits. At different times of life, and in different family situations, different things are important. When creating or reviewing a benefit package, employers need to consider the demographic of their workforce and employees need to think about whether the benefits they have are the right ones for them.

We can advise you on offering an employees benefit package to reward your key staff members with

  • Benefits that provide for old age
  • Benefits that provide for critical illness
  • Benefits that provide for death