Financial Planning

Financial planning can help your business:

• retain and incentivise your employees through a suitable employee benefit package
• provide protection for your business from the effects of losing through death or ill health a key employee or business driver
• devise an appropriate investment strategy and extract profits from the business in the most effective way, including when selling up
• make tax efficient use of the owners’ pensions to help the business, eg  the purchase of commercial property or loans to the business

You might be looking to set up or review an employee benefit package. We will explore the following options:

• pension scheme and private health care
• accident, sickness and death in service benefits

If business protection is your main concern, we can help with arrangements to: 

• provide funds to surviving shareholders/partners to buy out a deceased's interest, 
• to provide a financial ‘cushion’ to a business on the death of a ‘key’ employee
• to repay a loan on the death of a business owner.

Hart Brown’s independent financial advisers will advise you on strategy, assist with implementation and, where desired, keep your arrangements under regular review. We can also serve your business’s legal needs through our Commercial Business department. 

To speak to someone who can help with financial planning for your business or any other type of financial planning call, email or request a call back from one of our specialist lawyers.