Our corporate services
Our corporate services
Recruiting the right people is key to success in any industry, and retaining and rewarding them is crucial. Many businesses have never had an Independent Corporate Financial Planning Review and may be unaware of the planning opportunities to protect the interests of the business and its assets, whilst looking after employees and meeting regulatory requirements.
This is where we complete an independent and impartial review of your business’ existing situation and provide a documented report on all areas of corporate financial planning including:
• existing benefit schemes including auto enrolment and pensions for directors, managers and employees
• the business structure and ownership
• existing directors’ and owners’ plans
• tax position and efficiency of the business
• business premises
• objectives and future growth plans of the business.
Our Corporate Financial Planning Review is bespoke to your business’ circumstances and will be yours to keep and refer to.
This is where we identify and agree any requirements that may need a financial planning solution. We may identify requirements that the business does not wish to address yet, but it is crucial that owners and directors are aware of any legal responsibilities or liabilities the business could face. We may also establish ways in which the current position of the business could be improved for owners, directors, and employees based on benefits, tax efficiency or growth.
In order to determine the options and products available, we will undertake an independent review of all existing arrangements and assess their competitiveness and suitability in meeting the business’ requirements. We will also consider the legislation and regulation relevant to your business.
Your Corporate Financial Plan will outline the key considerations for your business which we will explain to you in detail. If you agree, we will work with you to implement our recommendations.
“We had various financial goals when we met with Attivo Financial Planning. We wanted to buy the unit we ran our engineering business from, and then when we eventually decided to sell the business, we wanted it to be in the most tax-efficient way. We wanted to ensure we had funds left over to give us a level of income in our retirement that we’d become used to while working. Attivo Financial Planning helped us meet our goals. They are a great team of genuine people that just want to help you achieve what you want.”
"I like the fact that as soon as you walk through the door you’re given a great welcome, there’s a fantastic team there and you can see everybody has expert knowledge of their areas of expertise... understanding that my own personal wealth is managed to the level it is at Attivo Financial Planning gives me great reassurance."