Corporate Financial Planning 

UK companies of all sizes might find themselves in need of the services of an Independent Financial Adviser (IFA).

Markland Hill Wealth is ideally placed to help with all aspects of corporate financial planning including:

Company Pension Schemes and Employee Benefits

We can help companies set up and manage pension schemes and other employee benefits, ensuring compliance with regulations and optimising benefits for employees. Today, it isn’t just about compliance with regulations. It’s about using any means necessary to help retain key staff for future business growth and continuity. Markland Hill Wealth have mastered the balance between providing appropriate advice for the employer and adding real value for the employees, ensuring everyone gets the outcome desired from engagement with our advisers. 

Investment Advice

Companies often need guidance on how to invest surplus funds. Markland Hill Wealth can provide tailored investment strategies to help maximise returns while managing risk.

Tax Planning

Assisting both companies and their Directors navigate complex tax regulations and helping them minimise tax liabilities is at the heart of a robust financial planning that Markland Hill Wealth undertake for many existing clients.

Business Protection

We can advise on various types of business protection insurance, such as key person insurance or shareholder protection, safeguarding the company against unforeseen events.

Holistic Financial Planning

Strategic financial planning is crucial for a company’s growth and stability. We can offer insights and strategies to ensure the company’s financial health and long-term success.

Debt Management

Markland Hill Wealth’s finance expertise includes helping companies growth, continue or stabilise through a range of finance measures such as mortgages, loans, invoice and asset finance. 

Succession Planning

Businesses who are thinking about the future can consult Markland Hill Wealth to become exit ready, talk about succession options, and work out the elements of their financial plan which will include the need for quality financial advice. 

By leveraging the expertise of an IFA, UK companies can make informed financial decisions, optimise their financial performance, and ensure regulatory compliance.

 

To discuss any of these planning needs, please contact us today. 

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