Running a successful business requires determination, so we understand that it has taken a great deal of hard work to get to where you are today. We also recognise that company directors have many claims on their time, which can mean that effective investment management and financial planning decisions are not afforded the consideration they require.
Securing long term balance sheet growth will put your business in a better position helping to provide security for yourself and for your staff. Advice from a specialised wealth management company can help you to effectively manage your financial affairs and give you the time you need to concentrate on managing your business.
Pension reform in the UK means that all employers must offer a workplace pension. Auto-enrolment has already begun and we can help make your business compliant with the regulations. The success of your business can also be used to create tax-efficient retirement benefits for you and your employees. We are experts in a wide range of disciplines relating to corporate pensions in the UK, including group plans and trustee arrangements.
There are a variety of straightforward steps a company director can take to potentially reduce tax liabilities. Our tax mitigation services can help make your financial arrangements compliant with tax law and that you are not paying more tax than you need to.
The serious illness or death of a director or key employee can have a significant impact on a business. We can ensure that appropriate policies and insurances are in place and routinely reviewed to help mitigate the effects of a range of unexpected circumstances.
If you would like to obtain further information or personalised advice from an experienced team specialising in corporate wealth management in London, please don’t hesitate to get in touch with us today.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.