Financial Advice for Businesses

Most small to medium sized firms are unprepared in some areas of financial planning.
The consequences of this oversight may simply result in paying more tax than necessary, or it can be much more serious in that events which can and should be insured against are left uncovered, with possibly disastrous consequences for the firm and its owners. Or even a fine incurred for omitting to set up a pension scheme for staff.

Business Structure

Each business will have different needs dependent on how they are structured for example as a limited company or sole trader. It is vital to speak to someone who understands these differences to ensure that the appropriate arrangements are made.

Statutory Pensions Obligations

Statutory legislation requires firms to provide a pension scheme where there are more than 5 employees. There are also changes afoot in the state benefits and pensions system that will affect the majority of UK companies. We can keep you up to date with such changes and take the strain out of making the arrangements.

Advice Areas

Typical areas on which we advise our corporate clients are: Pension SchemesGroup Life InsuranceGroup Income ProtectionKey Man InsuranceShareholder InsuranceSalary Sacrifice Schemes to reduce taxation

HMRC state that an employer may claim up to £150 per member of staff per year as a business expense for the provision of financial advice. 

Telephone: (01594) 823766; or (07929) 206380

iAdviser Ltd is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.

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FSA Registration No: 435681

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