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Corporate Review Service

Corporate Review Service

Business growth is not just about increasing business activity and making greater profits. It’s also about maximising the investments you make with those profits and securing the successful continuity of the business.

We make it our business to understand your business – and we appreciate that no two organisations are the same, even though they may operate in the same environment. We aim to build strong relationships that are supported by a service-driven culture and strengthened by advice tailored to individual circumstances and aspirations.

If you are an employer, you will have an obligation to provide pension arrangements for your employees. This gives you an opportunity to offer a valuable benefit to you staff, but has benefits for you too. Offering a range of staff benefits will improve your chances of recruiting and retaining high quality staff, and there are a number of schemes available for you to consider.

 

Main Advice Areas

We can advise on a holistic basis, covering the entire business needs or focus on a particular aspect such as:

Business Continuation

If a business is to continue trading beyond the working life of its key owners or directors, then careful planning is needed. Factors that those involved in the business will need to consider will include:

One potential opportunity would be to establish a relevant life policy (RLP) which is a stand-alone single life insurance policy. It is an alternative way for employers to give death-in-service benefits to their employees outside of a registered group life scheme. There are a number of advantages of RLPs for both employees and employers. The policy payments can be treated as an allowable expense for the employer in calculating their tax liability and in most cases the benefits are paid free of Inheritance Tax provided the policy is established in the correct manner.

Why Ward Goodman?

ward goodman onboarding process.

Ward Goodman has a simple but effective onboarding process making this hassle free for you.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Need a Financial Advice? We Offer Professional Assistance Only!

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