Corporate Planning

Most business owners are under constant pressure to both manage and build their businesses.


We help by advising clients how best to build both business and personal wealth by ensuring that profits are taken as tax efficiently as possible as well as maximising any potential sale value.

We advise clients:

  • How to benefit from their success

  • How to protect shareholders/partners in the event of the death or disability of a key employee

  • How to protect shareholders via Shareholder Protection

  • To ensure that both directors and employees plan for their future retirement by helping to set up work place pensions

  • By giving sound, practical and strategic guidance on exit or succession planning

  • On the most appropriate Employee Benefits to suit their organisation