Planning for Businesses

Austen Birkett Financial Planning can provide comprehensive financial planning for your business or advice on a single issue but recommendations are based on an analysis of your overall situation. As Independent Financial Advisers, we can choose products from the whole financial market and are not tied to any product provider.

Exit and Succession Planning

We can work with your existing business advisers to create a tax efficient income strategy allowing you to enjoy the freedom of retirement. It is very important not to just consider the value of the business but to plan how the capital will provide the lifestyle you would like to maintain.

Professional financial advice can also add significant value to your business. Having clear financial systems in place should make the business more attractive to potential successors.

Pension Planning

Our services are mainly for the pensions’ of directors and senior staff. We are able to offer new schemes or to review existing plans, taking account of the many recent changes in legislation. With specialist retirement option examinations, our company has the necessary authorisation to deal with technical cases such as pension transfers – these cases are often referred to us through other financial advisers.

Business Protection

The majority of businesses have insurance policies in place, usually through legal obligation. However, too many fail to insure the most important assets to the business – the shareholders and key people.

It is vital to make sure your business is covered in the unfortunate event of a critical illness or death. We can advise on share protection and key person cover.

Directors Remuneration Planning

We offer a comprehensive review of your existing arrangements to make sure you are making the most of all of the financial planning opportunities and tax savings available. We work in conjunction with your accountant and other professional advisers to ensure financial advice is co-ordinated.

We may have helped corporate clients with similar financial requirements to yourselves, please see what our clients are asking to find out more.