FOR BUSINESS
BUSINESS OWNERS
For business owners, we can help you to structure your assets and revenue to reduce corporation and personal taxes. As a Director you have a unique ability to arrange your remuneration in a number of forms ensuring your efforts within the business are maximised.
For example, if you own a commercial property or use it within your business there may be an opportunity to purchase this with your pension assets. This could then free up capital that could be used elsewhere.
Our employee benefits packages can also help you to attract, engage and retain employees.
The advice areas we specialise in include:
• Investment planning
• Tax and Trust Planning
• Lifestyle financial Planning
• Inheritance tax mitigation
• Critical illness
• Income protection
• Pensions and retirement planning
• Life assurance and family protection
• Death in service
• Group income protection
• Private medical insurance
• Critical illness
• Key person insurance
• Group pension schemes
• Corporate investments
• Shareholder protection
• Relevant life assurance
• Establishment of Trusts
• Trust review service
• Trust and charity investment
JENNINGS WM
We empower you to make life changing decisions; establishing your lifestyle goals and then creating a JWMLifeBookTM Plan
Testimonials
“Stephen has always offered me great financial advice throughout the last 5 years – we will continue to use Jennings Wealth Management and expertise.”
“Stephen has been in charge of my pension pot for over three years during which time I have be very happy with his sound professional advice and his innovative approach to maximising returns on my investments. Under Stephen’s control I am satisfied that my future finances are in safe hands.”
