For directors and senior executives, careful forward planning prior to year end and tax year end is vital to ensure that tax allowances are maximized for both the company and the individual. Our pre-yearend financial reviews are an essential method of focusing attention on these opportunities.
We also specialise in advising the professional self-employed on retirement, taking account of possible fluctuations in profitability by providing flexible contribution pension plans.
For companies we can assess and evaluate the range of staff retirement benefits available on a group or individual basis. For example, advice can be provided as to the suitability of increasing contributions, personal fund choice, or death in service benefit.
If you would like further information please contact Atul Shah.