Business succession and continuity planning

Wealth Protection  |  Wealth Creation  |  Wealth Management

Corporate financial planning is far more than arranging employee benefits and pensions. It’s making certain you’ve taken all the right measures to achieve your business goals and the necessary steps to protect your business.

Many successful businesses operate with only a handful of partners or directors, who are all busy in the day-to-day running of the business.

With ever-changing rules surrounding issues such as work place pensions, partners and directors can find themselves bogged down with the administration of these changes, alongside growing their business.

At Earlswood Wealth Management, we take the time to understand you and your business, assess your needs and ease the burden in dealing with such issues, ensuring other equally critical issues are not overlooked. We’ll even show you how to reduce your corporation tax through tax efficient planning.

Business continuity and succession planning

What if you or a key employee became ill and were unable to work? What if you have a 50:50 share in a business and your partner died with no-one to leave their share? Do you automatically get 50% of the business? Not necessarily so. You need to ensure you have protection in place.

Business continuity and succession protection can ensure your company can continue to operate, no matter what eventualities may occur. We’ll guide you through the options available to ensure your business’s long-term security, and in plain English, find the ones that are right for you.

We can help with:

  • Workplace pensions (auto enrolment)
  • Director’s pensions
  • Continuity planning
  • Succession planning
  • Employee benefits
  • Corporate investment

Ready to look at pensions for your employees or business continuity and succession planning? We welcome the opportunity to tell you more.

*The Financial Conduct Authority may not regulate some areas of commercial financial planning.

Tax treatment varies according to individual circumstances and is subject to change. Continuity/succession planning is not regulated by the Financial Conduct Authority.

WHO WE WORK WITH

Individuals and families

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Medical professionals

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Corporate clients

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TESTIMONIALS