Tel: 01189469717, Email: ion@assets.ltd.uk, Chiltern Chambers, St Peters Avenue, Caversham, Reading, Berkshire, RG4 7DH
Assets Financial Services
  • Home
    • About Us
    • What We Do And How We Work
    • Our Service Principles
    • Contact Us
  • Saving for Retirement
    • Personal Pensions
    • Self Invested Pensions - SIPP and SSAS
    • SIPP Commercial Property Purchase
  • Retirement Choices
    • Annuities
    • Flexible Retirement - Drawdown and Phased Retirement
    • Pension Lifetime Allowance
  • Investment
    • Investment Process
    • Collective Investments
    • VCT and EIS
  • Estate Planning
    • Wills & Power Of Attorney
    • Making The Most Of Allowances
    • Trust Based Schemes
    • Other Strategies - BPR/AIM and Life Assurance
  • Corporate
    • Key Person, Co-shareholder and Relevant Life Cover
    • Pension Arrangements For Businesses
    • Other Employee Benefits
  • Other Services
    • Equity Release
    • Insurance Services
  • Home
    • About Us
    • What We Do And How We Work
    • Our Service Principles
    • Contact Us
  • Saving for Retirement
    • Personal Pensions
    • Self Invested Pensions - SIPP and SSAS
    • SIPP Commercial Property Purchase
  • Retirement Choices
    • Annuities
    • Flexible Retirement - Drawdown and Phased Retirement
    • Pension Lifetime Allowance
  • Investment
    • Investment Process
    • Collective Investments
    • VCT and EIS
  • Estate Planning
    • Wills & Power Of Attorney
    • Making The Most Of Allowances
    • Trust Based Schemes
    • Other Strategies - BPR/AIM and Life Assurance
  • Corporate
    • Key Person, Co-shareholder and Relevant Life Cover
    • Pension Arrangements For Businesses
    • Other Employee Benefits
  • Other Services
    • Equity Release
    • Insurance Services

Corporate Financial Planning

Companies require specialist financial planning advice.  This may be to protect the interests of shareholders and directors, or to create attractive employee benefit arrangements to attract and reward good staff . Shareholding directors will also need to explore tax effective means of removing cash from the company for their own use. Too many companies leave this aspect of their business to chance or receive poor advice. Expertise is needed to plan around corporate tax requirements and any implications that arise. 

Companies have many specialist needs including pension planning, coshareholder protection, partnership and key person protection and employee benefit schemes.


Employers face new obligations and choices regarding employee pension provision with the introduction of auto-enrolment; firms need to start planning now. Financial services is like any other profession and the best advice of five years ago may have been superseded now.  There is further information on auto-enrolment in the 'Saving For Retirement' section of the site and we can assist you in reviewing your arrangements now.

Many directors may be paying from their personal taxed income for life assurance to protect their family. Most are not aware that cover may be arranged so that the can business can meet the cost and claim Corporation Tax relief on the premiums - please see the section on Relevant Life Policies for more details or contact us for a chat.

Independent financial advice is essential and we have provided advice since 1991. Please research the topics in greater depth using the website, or please contact us.

Assets Financial Services is a trading style of Sage Roxborough Ltd,  which is authorised and regulated by the Financial Conduct Authority. Sage Roxborough Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 718005. The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime. The FCA does not regulate some forms of mortgages and tax planning advice. Registered office 168 Church Road, Hove, BN3 2DL. Registered in England No. 05478319
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