We take the time to understand your business, and as an employer what your needs are. We analyse what you have, what’s missing and what may work for you.  We clearly outline all options available and how they could meet your needs. Detailed below are all the areas we advise on, individually or as part of a broader Benefit Business plan for your organization.

 

What areas does the consultancy service cover?

 

Financial Planning for Business Owners

  • Tax efficient profit extraction
  • Protection for business owners
  • Cash Management for business accounts to maximise return on any cash balances
  • Exit strategy

 

Workplace Pensions & Auto Enrolment

  • Pension Scheme Governance
  • Salary Sacrifice – most tax efficient way to structure your pension
  • Advice to Individual Employees

 

Additional Employee Benefits

Group Risk

1.     Death in Service

2.     Critical Illness

3.     Income Protection

 

Provision of Health Benefits

4.     Private Medical Insurance

5.     Health Cash Plan

 

Employee Engagement

We ensure an effective communications strategy is in place, so that every member of staff understands the schemes that as employees they are members of.  Understanding of the benefits may contribute to the companies recruiting and retention policy.

This could be through Presentations, Information sheets, Emails or Face to Face meetings. Our approach is tailored to meet the needs of the company and the employees

 

A bespoke Benefit Business plan can build employee loyalty, whilst producing a more tax-efficient way to run your business. We can work with you to ensure you have an appropriate package that fits the needs of your company and your employees.