Financial Planning <em>for Your Business</em>

Financial Planning for Your Business

At Kellands, our experienced team can provide you and your employees with expert independent financial advice to meet all your financial planning needs.

We aim to provide employers and their staff with financial planning support, covering the whole range of employee benefit packages as well as company pension schemes, including auto-enrolment. We also provide a comprehensive tax planning service plus help and advice with Key Person Assurance and Shareholder Protection.

We work closely with you to get to know your business, so that we truly understand the key issues and drivers. We then look to develop integrated holistic solutions that work well together; benefiting your business and helping you get the most for your money.

Key Person Assurance

Key Person Assurance is crucial for any business. Businesses insure their cars, equipment and buildings and have public liability insurance plus insurance for stock and asset replacement. However, many businesses forget to cover one of their primary assets – their key staff.

Shareholder Protection

Shareholder protection insurance is designed to protect your business should anything happen to a major shareholder or partner.

Employee Benefits

As your business grows, attracting good employees and then retaining them is increasingly important - and employee benefits can play a useful part in doing just that.

Tax & Estate Planning

Tax planning should be at the heart of all your business financial planning. At Kellands Bristol, we aim to develop tax and estate planning strategies that can help you manage your affairs in the most tax-efficient way.

Auto-Enrolment Pensions

Auto-enrolment pensions were introduced in October 2012 – yet many companies are still not fully aware of their obligations. Every employer needs to have a pension scheme in place and automatically enrol ‘eligible workers’ into that scheme and make contributions on their behalf. Workers can then choose to opt out.

Retirement Planning for your business

Retirement planning is important for business owners and directors as pensions remain an integral part of most employee benefit schemes. At Kellands we specialise in helping employers and their employees with all their pension needs and provide both pre and post retirement planning advice.