Corporate Planning and Benefits

How We Can Help Your Company….

We offer our corporate clients a highly personalised approach to their corporate financial planning requirements, and ensure a co-ordinated planning approach to maximise the position of both the company and the Directors or Partners.

Employee Benefits

We advise, often in conjunction with leading Employee Benefit Consultancies, on both establishing new employee benefit schemes and reviewing existing arrangements. We will help employers identify their core objectives, and structure and administer their schemes to ensure these are achieved, and assist in improving communication of the benefits being provided. The areas covered include:

Pension Schemes

Private Medical Insurance

Life Assurance Schemes

Critical Illness Schemes

Long Term Disability

Share Option Schemes

Director Benefits

  • Small Self- Administered Schemes (SSAS), including Property Purchase
  • Unapproved Life assurance schemes
  • Share Option Schemes

Shareholder Protection

We advise on the best methods of:

  • Ensuring that those inheriting shares on the death of a shareholder or partner have a ready market place for their shares, which means a purchaser who is both willing and able to buy the deceased's shareholding, and
  • Ensuring that the other shareholders in the company can minimise the risk of losing control of the company.

Keyperson

We can help corporate clients to:

  • Identify any personnel whose loss would be financially detrimental.
  • Evaluate the financial implications of that loss.
  • Reduce the reliance on that individual through strategic planning
  • Insure the individuals concerned in a tailored, highly competitive structure.

Tax and Investment Planning

We help our clients, in conjunction with their other professional advisers:

  • Structure remuneration extraction in the most tax efficient methods possible
  • Review income, capital gains and inheritance tax issues for senior directors
  • Assist in exit planning strategies
  • Advise on the best structure for holding investments within the business
  • Provide advice on the best cash deposit rates available.

If you would like to discuss how we can help you and your business, then please contact Graham Foster on 020 7493 6363 or go to Contact Us.

The Financial Services Authority does not regulate tax planning, taxation and trust advice, or offshore investments.

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Cavendish Ware is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 225174