Business services: pensions and investments
Pensions are a significant part of the long-term planning for an owner-managed business. Providing attractive pension and other protection policies for your staff can be a useful tool in attracting and retaining personnel.
But it is not always as easy to get as good a return on company money as on that of individuals – and balancing the tax and investment aspects of pension decisions can be difficult.
The team at our sister company LRH Wealth Management Ltd works alongside our accountancy and tax experts to incorporate all these aspects into our joined up approach to pension planning.
Our qualified financial advisors and support staff can source suitable investment products for your company. If you have existing pension advisers, we are happy to work alongside them.
We are also able to give mortgage, life assurance and pensions advice to your staff - an attractive addition to your staff benefits package. There will be a fee for mortgage advice. The precise amount will depend upon your circumstances but could typically be £1,000 – although it may be possible to offset some or all of this by way of a commission payment from the lender, if you decided to proceed with our recommendations.
We can also advise on key man protection - cover against the death or illness or key individuals, which could otherwise cause serious difficulties for your business - and other similar insurance products, together with permanent health policies.
To find out more about how we can help you, please contact us.
Your home may be repossessed if you do not keep up repayments on your mortgage.
