Advice for businesses

A dedicated
corporate team

We have a dedicated corporate team that provide financial advice to a range of UK businesses. The team simplify what can be a complex environment at the same time as reducing costs and making time efficiencies for our clients.

Workplace pension schemes

Auto enrolment has changed workplace pension schemes significantly. We will help you understand the options and provide financial advice to both employer and employee to ensure your workplace pension scheme is efficiently implemented. We will provide on-going support and keep you up to date on regulatory changes.

Keyperson and shareholder protection

Businesses set up as a partnership or limited liability may find themselves exposed to financial risk should a partner or shareholder suffer illness or death.

Shareholder protection ensures your equity stake in the business is efficiently passed onto your estate and relieves the financial burden that the business would otherwise incur.

For most businesses, the loss of a key employee has a detrimental effect on the success and often the profit of the business.  Keyperson protection insures a lump sum payment to the company in the event of illness or death of the key individual.

Investment options

Typically, small to medium sized businesses hold cash reserves above and beyond their required emergency limits. Our experienced financial planners can work with you to recommend investment offerings, which take into account the shareholders attitude to risk, and deliver real returns to the company.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Employee Benefits is not regulated by the FCA.

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Contact

T 0203 405 4670
E info@trinitylifetime.com

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