Many small to medium size enterprises face the same problems as an individual may face.

 

‘What happens if one of the Directors dies or suffers a long term illness? ‘,

‘How do I comply with the new Workplace pension rules? ‘

‘How do I provide benefits for my staff? ‘

‘Where is the best place for my company’s surplus funds?’

 

Solutions can be provided for all of these problems, some in a very tax efficient way for the business.

 

At Vine Financial Solutions, we have been providing financial planning advice for businesses for 15 years. We will carry out a full analysis of your company’s situation and formulate recommendations and prioritise each area of need.

Solutions may involve the following:

 

Business Protection

 

• Shareholder protection

• Partnership protection

• Loan protection

• Key person cover

• Relevant Life cover

 

Workplace Pensions

 

• Group Personal Pensions

• SSAS Schemes

• SIPP arrangements

• Auto enrolment obligations

 

Employee Benefit Packages

 

• Group Death in service

• Group Income Protection

• Group Private Medical Insurance

 

Investment for business

 

• Discretionary Portfolio Management

• Deposit based solutions

• Equity based solutions