Life Planning, Tax Planning, Asset Management & Consultancy for Private and Corporate Clients
Your Corporate Focus™ is our comprehensive offering for Business Owners, which addresses the four key problems that in our experience are most commonly accounted by these SME businesses. However, it should be noted that all of our solutions are modular and can be undertaken in isolation. Business owners would also normally enjoy the benefits listed under Your Personal Focus™ in addition to corporate services, as this enables complete clarity, understanding and effectiveness of both their business and their personal lives.
The solutions we have created are shown in each oval and by clicking each of them a summary of the typical problem is listed, together with a brief explanation of how our solution addresses the problem.
Your Corporate Focus
There is often insufficient clarity as to where the business needs to be in order to provide financial freedom for the owners.
has been developed to help assess a company’s past performance, review its current position and predict what could be likely for the future. This will enable you to be more confident and reassured about your business activities which will allow you to plan effectively for the future and help achieve your personal goals alongside business success.
Tax can be a major frustration in today’s society, in particular the amount that has to be paid, together with a feeling by business owners that tax is not applied equally in society.
has been developed to review all major corporate taxes, with the intention of ensuring that all statutory reliefs are being utilised to reduce taxes and/or increase corporate wealth.
Business owners are frequently too busy running their business to worry about ensuring there are robust shareholder agreements in place to protect their interests in the event of disputes with business partners and/or death or ill-health.
has been developed to ensure there are robust documents in place to ensure all shareholders’ interests are protected at all times.
Quite often business owners find themselves too busily engrossed in the day-to-day managing of a business with insufficient time to strategically plan for the future and without the necessary skills to move the business to where they want to in order to achieve their personal number.
is an interactive service to help you drive your business forward by fully reviewing all your business’s day to day management processes in order to maximise its effectiveness and efficiency.
Some of our solutions are provided by our Strategic Business Partners - full details of which will be provided wherever relevant.