Inheritance / Estate Planning
Even in this day and age people can have inheritance tax issues. We offer a service, which indentifies potential tax liabilities and provides possible solutions to funding any tax liability. Our Inheritance planning report is free of charges!
Company Pension and Employee Benefit Schemes
We service and manage a wide variety of employee benefit schemes. In these economic times we are constantly striving to maximize our client’s value for money. We are always challenging the costs that are attached to our client’s schemes while at the same time ensuring constant pressure on the levels of services each of our client’s schemes receive.
The services we offer includes
- Review Company Pension and Employee Benefits Schemes
- We can carry out a full review of your company pension and employee benefit scheme to ensure the following:
- Adequate Governance
- Adequate Compliance
- Full employee engagement
- Competent Risk Profiling of Members
- Ongoing communication
- Return on Investment
- We set up Employee benefit scheme and ensure they are run in an efficient and effective manner.
- We can take over the brokerage of schemes that have become stale or dormant and revitalize them to ensure best return on investment.
