Keyperson cover, executive pensions, corporate investments, succession
planning, and employee benefits — independent advice structured around
your business.
Keyperson Insurance
Co-Director Protection
Partnership Protection
Shareholder Protection & Cross-Option Agreements
Corporate Loan Protection
Personal Guarantee Protection for Directors
Pension Term Assurance for Directors
Master Trust Executive Pensions
Self-Administered & Self-Directed Pension Schemes
Maximum Pension Funding Calculations
PRSA Contributions for Directors
One-Member Arrangements & Single-Director Schemes
Director Pension Consolidation
IORP II Compliance Review
Corporate Cash Management
Corporate Investment Bonds
Surplus Cash Investment Strategy
Inflation & Currency Considerations
Comprehensive Estate Exposure Audit
Retirement Relief from Capital Gains Tax
Revised Entrepreneur Relief
Business Relief from Capital Acquisitions Tax
Family Business Succession Planning
Pre-Sale Planning & Wealth Extraction
Management Buy-Out (MBO) Planning
Holding Company Structures for Exit
Section 72 Whole-of-Life Cover for Estate Liquidity
Section 73 Savings Plans for Lifetime Wealth Transfer
Discretionary Trusts in Estate Planning
Family Investment Companies
Multi-Generational Wealth Planning
Coordination with Solicitor, Accountant & Tax Advisor
Group Pension Schemes
Auto-Enrolment Employer Readiness — My Future Fund
Death-in-Service / Group Life Cover
Group Income Protection (PHI)
Group Serious Illness Cover
Employee Financial Wellness Programmes
Total Reward Statements & Benefits Communication
Keyperson Insurance
Co-Director Protection
Partnership Protection
Shareholder Protection & Cross-Option Agreements
Corporate Loan Protection
Personal Guarantee Protection for Directors
Pension Term Assurance for Directors
Master Trust Executive Pensions
Self-Administered & Self-Directed Pension Schemes
Maximum Pension Funding Calculations
PRSA Contributions for Directors
One-Member Arrangements & Single-Director Schemes
Director Pension Consolidation
IORP II Compliance Review
Corporate Cash Management
Corporate Investment Bonds
Surplus Cash Investment Strategy
Inflation & Currency Considerations
Comprehensive Estate Exposure Audit
Retirement Relief from Capital Gains Tax
Revised Entrepreneur Relief
Business Relief from Capital Acquisitions Tax
Family Business Succession Planning
Pre-Sale Planning & Wealth Extraction
Management Buy-Out (MBO) Planning
Holding Company Structures for Exit
Section 72 Whole-of-Life Cover for Estate Liquidity
Section 73 Savings Plans for Lifetime Wealth Transfer
Discretionary Trusts in Estate Planning
Family Investment Companies
Multi-Generational Wealth Planning
Coordination with Solicitor, Accountant & Tax Advisor
Group Pension Schemes
Auto-Enrolment Employer Readiness — My Future Fund
Death-in-Service / Group Life Cover
Group Income Protection (PHI)
Group Serious Illness Cover
Employee Financial Wellness Programmes
Total Reward Statements & Benefits Communication
