Comprehensive financial planning for business clients This area of planning calls for in depth discussion and understanding of the needs associated with all kinds of business whether Sole Trader, Partnerships or Limited Companies. The areas typically covered in a Business Review could be: • Succession Planning Director Share Purchase Protection or Partnership ProtectionEnsure that the share of a business, owned by a deceased or critically ill party, would be retained by the remaining business owners, in the event of a Partner or fellow director / shareholder dying, or contracting a specified critical illness. • Business Protection Ensure that any liabilities are covered for repayment in the event of the death or disability of a key person, and the protection of a probable loss of profit caused by these events. • Employee Retention / Benefits Packages Provide valued and loyal employees with a package to reward them for their commitment to your business. • Stakeholder designation Ensure that your company complies with government legislation in relation to providing access to a stakeholder scheme, where appropriate. • Pension Planning Effective use of pension provision for commercial and personal purposes including property purchase via a Self Invested Pension Plan (SIPP) or Small Self Administered Scheme (SSAS). The FSA does not regulate some forms of Life Assurance, Income Protection, Critical Illness Insurance or Inheritance Tax planning. Registered in England & Wales. Partnership Number: OC300545 Authorised and regulated by the Financial Services Authority. Entered on the FSA register (www.fsa.gov.uk/register/) under reference 197473