Financial planning (especially your own personal finance), can end up being neglected or even completely overlooked when you’ve so many other demands on your time.
If you’re a company director, long-term financial planning is part of your responsibility. As is protecting your business and the people who work for you, in the short and long-term.
Are you on top of things? Hopefully, you are.
If not, we can provide you with expert advice that can bring you quickly up to speed.
Things that could impact your business and that we think you should plan for:
- Pensions - for you and your employees
- Accident, illness or death - to key workers, shareholders and directors
- Corporation Tax Liability - and how to mitigate it
- Employee benefits - and how they can be crucial to recruitment and retention
- Exit strategies - for when the time comes for you to step down
If you have more than enough to do already, then it sounds like we could help.
What We Can Help You With
Click the links below for more information:
- Your Obligations
- Corporate Planning
- Employee Benefits
- Corporate Pensions
- Tax Mitigation
- Exit Strategy
The value of an investment will be directly linked to the performance of the funds you select and the value can, therefore, go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.