From the boardroom to the shop floor we have helped many businesses with their financial planning needs.

Whether you need to ensure that the right people stay in control if an existing shareholder dies, or the business doesn’t fail if one of its key people were to die or suffer a serious illness, we can help. We might work with a company’s team of accountants to ensure that profits are enjoyed as tax efficiently as possible, or help address the staff retirement planning needs. This is ‘what we do’!

Succession planning

Sometimes called a ‘corporate will’ succession planning means having something in writing that states where the shares go in the event of the death of one of the shareholders. Does your company have one? Don’t panic if you haven’t, you’re not alone. The majority of the businesses we meet have never even considered this, let alone have a plan in place to cover the eventuality.

Our succession planning service will help to examine whether the surviving shareholders have the resources to ensure that they remain in control.

Keyman Protection

For many businesses the loss of a key staff member could have just as big an impact as that of a shareholder (if not more in some cases). What would be the financial impact on your business should a key team member die or be struck down with a critical illness? Would it lead to a loss of profits, the loss of a key account, a call from the bank?

Our keyman protection advice will ensure that your business weathers the storm and keeps on track.

Profit extraction

We find that most profitable companies are constantly wrestling to find the most efficient way to extract their gains whilst keeping taxes to a minimum. With a wealth of financial experience behind us, we are able to help clients to employ successful profit extraction strategies.