Financial Planning for My Business
We can provide the appropriate coverage for you or your business at an affordable cost.
We have saved businesses significant sums of money by demonstrating where tax relief can be optimised, reducing the cost of protecting Company Directors and staff and grown the profits of businesses through carefully selected and managed investment opportunities.
What I Can Help You With
Company Directors Pension Plans
Company Directors can avail of generous tax relief by funding their retirement plans through the business. Through the use of a Master Trust Pension scheme, a business owner, director or key members of staff can save for their retirement using the most tax efficient and flexible retirement plan.
Business Protection
Coleman Financial Planning have helped many businesses protect their assets by advising them in the areas of Co-Directors Insurance, cover for Partners and Key Employees as well as protecting the incomes of business Directors and staff. Through our open and structured consultation process, we will assess the risks to a company and provide a solution tailored made to that business.
Sole Trader/Self Employed Pension Plans
Group Risk Facilities
Many employers are enhancing the benefits they give to their staff by providing life cover, income protection and illness cover through the company in a tax efficient manner. This has resulted in lower staff turnover and retention of quality, key employees.
Group Retirement Pension Schemes
If your company has an existing scheme and you would like it assessed or you would like to discuss the options when setting up a new scheme for staff, we will demonstrate how your business can make significant monthly savings by implementing the right scheme to suit your company.
Executive Income Protection
Company Directors can protect their incomes in the event of illness or injury by setting up an Executive Income Protection policy. The premiums are paid by the company and as a result may benefit from tax relief.
Self-Administered Pension Schemes
Spouse's Pensions
Business owners have a wonderful opportunity to maximise tax relief through a spouse. This can result in significant savings to your company and a greater source of wealth into the future.