Business Financial Planning

Financial planning for a business owner is often intertwined with their business. Our expert advice aims to keep your financial plan on track over the longer term to complement the growth in your business and to fit around your own personal goals and objectives. We will work together with your accountant and solicitor to ensure a consistent and comprehensive approach. More →

Pensions and Retirement Planning

You can put your pension savings to work for the benefit of your business and integrate pension planning with your business expansion plans. Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS) may be used to purchase commercial or agricultural property occupied by your business. In addition, a SSAS may purchase unquoted shares in your company, or make a loan back to facilitate the purchase of property, plant or equipment. More →

As well as advising on the purchase of commercial and agricultural property within both SIPP and SSAS pension arrangements we can also advise on syndicated property purchase, where the SIPP or SSAS owns a property jointly with either private individuals or another connected party, such as your company.

This includes ensuring adequate funding in the pension, arranging bank finance as necessary, project management of the property purchase to hit deadlines, as well as valuation and legal issues.

As well as providing individual pension planning advice to business owners, we will also provide value to your business by offer ongoing advice and support with:

  • Group pension schemes – click for more
  • Key man/shareholder protection
  • Group life cover
  • Group critical illness cover
  • General cash management