Corporate Financial Planning Services
Concept Financial Planning offers a complete suite of corporate financial planning services.
We take the time to properly understand both the business and the needs of the individuals behind it. In this way, we can ensure that corporate planning compliments personal planning and the benefits provided to employees are relevant and carry a high-perceived value.
Remuneration Strategy and Employee Benefit Packages
- We advise businesses on the composition of remuneration packages and tax efficient means of extracting profits including the use of salary sacrifice arrangements.
- Whether you simply wish to ensure compliance with employment regulations or wish to offer staff a full flexible benefits package, we are able to design and implement new benefits schemes to reflect the requirements of you and your employees.
- We will liaise with insurers and pension providers to ensure that the administrative burden on you is kept to a minimum.
- We have access to the whole market including those providers who do not deal direct. This ensures that Concept always recommends the most appropriate and best value option. Our strong relationship with insurers also means that we can quickly resolve any potential issues, such as unusual claims or invoicing queries on behalf of our clients.
Property Finance
- We are able to advise businesses on how best to finance property purchase. This may include advice on commercial property purchase through a pension scheme.
Business Protection
- We can conduct a full audit of your business to identify and quantify risks.
- We can arrange life and ill health cover for individuals deemed key to business profitability.
- We will review your shareholder/partnership arrangements to ensure tax efficiency and can put in place the necessary arrangements to ensure that monies are available to meet any financial needs arising on the death/ill health of a partner or shareholder.
Executive Financial Planning
For directors and senior employees we can offer a personal financial planning service. Our advice is provided by Chartered or Certified Financial Planners and is presented in the form of a comprehensive financial plan which provides a practical plan to help you achieve the future lifestyle you desire through maximising resources, minimising tax and mitigating risk.
What our clients say
“Informative, professional and very approachable.”
“Great service and as a company they really listen and give good solid advice. ”
