Corporate Planning

Financial clarity and peace of mind for business owners.

Is your business protected in the event of a Partner/Director’s death? Or are you looking to make profits and remuneration more tax efficient?

Whether you need help in arranging a particular area of business protection, or devising a comprehensive plan to safeguard your business, our financial consultants can help you plan for all stages of your business life cycle including:

  • Growth/expansion
  • Acquisitions/mergers
  • Business succession

Areas we can help with include advising on employee benefits schemes, pensions consultancy, assisting with retirement planning, relevant life insurance, or death-in-service arrangements.

We also offer a financial counselling service to company employees on a one-to-one basis to help review their individual finances and devise a plan to meet their own personal objectives.

Lee Pittal

Need more information?

If you’d like to speak to an adviser about corporate planning, call us on 020 7472 5555 or fill in the form below. Alternatively, you can also download our brochure below.

Download our brochure

No matter how busy Graham is, he always finds the time to come back to me promptly and thoroughly, I have no hesitation in recommending him to anyone that asks me for a financial advisor. I look forward to Graham taking care of my finances for many years to come.

Lynda

Corporate
Financial Planning

When your company produces sufficient profits, we can help you plan the surplus through careful pension planning, allowing you to reduce your tax and NI liability.

Keyperson, shareholder
and partnership protection

With well-devised life assurance policies, we can help you mitigate and reduce the risks posed by potential shareholder/director deaths in your company.

Staff
Benefits

Your employees are some of your most valuable assets, we can help you create a financial plan and benefit strategy to maximise retention and productivity.

Other ways we can help…

From financial planning to pensions, inheritance and tax-efficient investments, NLP Financial Management are a safe pair of hands for your financial affairs. Find out more below.

Financial
Planning

Make more informed financial decisions to achieve your goals

Pension
Planning

Plan ahead with a pension adviser to make the most out of life after work

Investment
Management

Create a long term plan to seize opportunities and grow your wealth

Tax Efficient
Investments

Get the most out of your investments using ISA’s and other tax wrappers

Inheritance
Tax Planning

Leave a more rewarding legacy to your loved ones, not the tax man

Protection
Planning

Safeguard your family in the event of ill health or should the worst happen

Corporate Planning

Manage your company’s pension scheme and protect your business, staff and directors through tailored planning

Find out more

Looking to create a solid investment plan? Call us today on 020  7472 5555.