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Our Role

What we can do for you:

  • Review partners' personal objectives (in conjunction with your IFA)
  • Create a financial model of the business
  • Review the feasibility of a scheme
  • Assess the potential financial benefits for the partners' pensions and for the partnership
  • Design a specific scheme tailored to the needs of the individual partners and the business
  • Prepare a detailed year on year plan for timing of property transfer, contributions and pension asset reallocation among partners
  • Co-ordinate with pension administrators and other professional advisors

We will deliver a service that will add real value to your business.  Our firm has the depth of experience and expertise to provide you with the specialist service you deserve.