As a privately owned company ourselves, we understand the challenges of owning and running a business and the significant time, energy and commitment it takes.
We can help you with your corporate financial planning, including how money can be taken out of the business tax efficiently.
The regulatory and legislative requirements on businesses are higher than ever, particularly in relation to employment law, pensions, and data protection, and the penalties for non-compliance can be severe. Pensions legislation, for example, has placed the burden for provision with employers, and failure to comply can result in disproportionate fines.
Attivo Financial Planning provides support to business owners and managers to ensure they fulfil both their employee welfare and business risk management obligations. We offer advice on a range of corporate services including group pension schemes, pension auto enrolment, employee benefits, group protection, and personal advice to executives and directors.
Recruiting the right people is key to success in any industry, and retaining and rewarding them is crucial in today’s low unemployment environment. 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.
It is recognised that people do not just work for a salary; culture and benefits are important considerations, particularly as staff turnover can be a significant business cost. A comprehensive employee benefits package can help attract new employees whilst supporting staff retention, and have a positive impact on profitability.
Attivo Financial Planning has carefully researched and selected products and services from other providers to complement and enhance our offering.
We have established relationships with other relevant professionals such as accountants, solicitors and payroll providers who can your help business fulfil its legal obligations, or with services such as mortgages, protection, and will writing.
This means we can support you with every aspect of your business financial planning and if you already have relationships with professionals, we will work in collaboration with them.
Group pensions including auto enrolment
Group income protection, private medical insurance, critical illness cover, and life assurance
Commercial property purchase
Investments for charities
Strategic corporate financial and tax planning
Financial planning for business owners
"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 had 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."