Running a business today is more than a full time job. Increasingly, employers and business leaders are expected to take greater responsibility for employee well-being. As a Director it is also important that you look after your own increasingly complex personal financial affairs.

These essentially mirror the issues found in peoples personal lives, they are often overlooked or not even considered by the majority of businesses.

We will help you to determine what issues are important to your business and design solutions to meet them.

These will include but are not limited to:

Corporate Financial Solutions

• Keyman Insurance
• Shareholder Insurance
• Company Wills and Cross option agreements
• Company Pension Schemes
• Employee Benefits
• Balance Sheet Investment
• Commercial mortgages
• Tax efficient means of rewarding key staff and directors.

To achieve the above we will work in tandem with your current tax advisor.

The Financial Conduct Authority do not regulate employee benefits, wills, cross option agreements, and commercial mortgages.

Commercial mortgages are available by referral to a master broker only.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

Tax treatment varies according to individual circumstances and is subject to change.