Planning for Your Business

We have worked with businesses long enough to know exactly what kind of challenges they face.

Workplace Pensions and Autoenrolment

Since these areas are now the responsibility of employers, we’ve got the expertise to make sure your business is fully compliant and always meets the requirements of The Pensions Regulator (TPR). Your Active adviser will review the market and identify the best products for your business, while the support of our in-house administrative team ensures we’ve got the resources we need to handle any size of scheme.

Business Protection

Our work in this area helps safeguard your business against the death or sudden loss of either a Director, Shareholder, Partner or Key Person. This is a vital service, ensuring that the structure and profitability of your business aren’t threatened by the kind of sudden changes that affect many Companies, Partnerships and Sole Traders every year. We can also help protect your business from debt and the risks it poses.

Corporate Investment Planning

Whatever the investment requirements of your business, we’ll work closely with your other professional advisers to make sure it invests not just in the most tax efficient manner possible, but also in line with your attitude to risk. We will also consider your tax position to ensure our recommendations are the most tax efficient solution for you.

Commercial Mortgages

Mortgages represent a huge cost, so it makes good sense to have the best advisers on hand to help choose the right one, or to recommend an alternative arrangement like renting. If you do decide a mortgage is best, our Active adviser will know all the ins and outs of mortgages for business, helping you choose the right product from the right lender, from right across the entire mortgage market. These mortgages could include bridging, owner-occupied, investment or development.

Commercial Finance

We’ll give you priceless advice on raising finance, as well as how to structure that finance to get maximum benefit for your business, whether that’s through an overdraft or loan. We’ll also help steer you safely through any security requirement from banks, accelerating your progress but making sure you’re adequately protected at all times.

Core Banking Services

We work closely with many of the leading banks. We are therefore aware of which bank, and most importantly, which manager will be best suited to manage your core banking on a daily basis.

The Financial Conduct Authority does not regulate taxation advice

The Financial Conduct Authority does not regulate Commercial Mortgages or Commercial Finance advice

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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