Corporate Benefits

Corporate Benefits

Financial Options for Directors and Employees

In order to recruit and retain the best staff, it is important that companies ensure that they are offering the most competitive benefits package. We have many years experience advising in the corporate sector and as such would be happy to review or consider afresh any of the following areas:

Company Pension Schemes

Since the introduction of auto-enrolment, all companies should have a pension scheme in place for their employees but what is the best scheme and as every company now has to have a pension, what makes your employee benefits package more attractive than your competitors? Do your staff understand in simple terms know how a pension works and how it could benefit them in the long term.

Director/Partner Retirement Planning and Exit Strategies

Pensions have for many years been seen as a valuable part of additional tax efficient savings available to the savvy investor but with the continued availability of “Carry Forward” they can play an important role as part of an exit strategy for those Directors/Partners nearing retirement.

Key Person Assurance and Shareholder/Partnership Protection

What would the impact to your business be if either you or a key member of staff were to die or be off on long term sick leave? Could the business keep running, if so, what would the financial consequences be and could anything be done to mitigate these? Likewise, if your business partner or co-Director were to suddenly pass away, could you afford to buy their shares from the surviving spouse? Sometimes these figures can be huge and not everyone has access to a large sum of cash to enable a smooth buy out. If this is something that concerns you, talk to us as we have many years’ experience putting comprehensive business protection in place.

Corporate Investments

Profits built up and remaining on the company books in these days of low interest rates look less and less attractive. If you are looking for a longer term solution and would prefer to pay your tax at a point when you choose rather than when the Inland Revenue does, you might want to use our experience to talk you through the options available.

If you have slightly more esoteric requirements in mind, please feel free to contact us as it may be something we overlooked!

Corporate Investments – The Market value of your investments and the income derived from them can go down as well as up and you may get back less than you have invested.

Please contact us for an informal, no-obligation chat about your financial requirements.

CONTACT DETAILS

The Ross Partnership LLP

12 Holly Crescent

Windsor

Berkshire SL4 5SL

Tel: 01753 290909

Email: info@therosspartnership.co.uk

THE FINANCIAL OMBUDSMAN

Should you have cause to complain, and you are not satified with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower, London E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk

THE ROSS PARTNERSHIP LLP

The Ross Partnership LLP is a Limited Liability Partnership registered in England. Registration Number OC391037. Registered office as company address as detailed on the Contact Us page.

We are entered on the Financial Services Register No 617015 at

www.register.fca.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore primarily targeted at consumers in the UK .