A range of financial planning solutions for business
Corporate financial planning is an important element of running a business.
Carpenter Box Wealth Management LLP provide a range of services to help companies, partnerships and sole traders develop and succeed, by making them more financially secure.
Our range of solutions include pension provision and how to make substantial savings by using group schemes, whilst integrating these benefits with the specific goals of the management and staff.
In addition we put in place corporate protection strategies which help ensure companies safeguard their most important assets – their people.
The service includes advice on keyman and life insurance which will protect a business should an important employee or director, whose experience, knowledge, power and ability are crucial to its success and existence, die or become seriously ill. Also protect shareholding / partnership value through shareholder or partnership protection. These arrangements provide both the funds and the legal framework to ensure that the remaining owners have the ability to purchase the business share from the retiring owner or deceased owner’s estate, helping to ensure they remain in control of the business.
It is also important to ensure that the sale of the business share fairly represents its value at the time of death or retirement through ill health.
Our corporate financial planning services include:
Management of cash reserves
Protecting the business
Pension schemes for employees
Protecting shareholder value