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Latest News

Soaring housing costs hit millennials

People aged 20-30 – the 'millennials '- are devoting 23 per cent of their income to housing costs, reports the BBC. This compares with...

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23 Oct 2017
 

More caught by lifetime pension allowance

Many more people are being caught by the 'lifetime allowance' for pensions, says the Telegraph. It has been reduced in stages from £1....

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20 Oct 2017
 

Student debt: who won't repay?

The amount of a student loan that someone repays can be predicted from the profession they enter, says the Telegraph. A graduate entering in...

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19 Oct 2017
 

Latest Blogs

18% of people aged 50 or over have been targeted by potential scammers

According to research by Retirement Advantage, 1.8 million people have been offered unsolicited free pensions advice or investment opportuni...

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10 Aug 2017
 

Where to turn when you need financial advice and more... An interview with Glen Callow

Getting good quality, independent financial advice has never been more important. With complex tax, legal and regulatory changes it is nigh ...

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27 May 2016
 


Corporate Clients

Company owners have a very specific set of needs when it comes to financial planning, over and above that which is required by private clients.  It is vital that clients select an adviser that specialises in this area.

As part of Prime Accountants Group we are uniquely positioned to help our corporate clients meet their specific needs.  These might include:

Advice on profit extraction - it is important that money is extracted tax efficiently and that you understand your options in this respect.  Working alongside your accountant we can outline options to you and create a strategy to meet your requirements.

The protection of key employees - a policy that provides the business with a lump sum in the event of the death or serious illness of one of its key employees.  The lump sum would usually provide for loss of profits and perhaps the recruitment of a replacement.

A solid succession strategy - what happens should a shareholder pass away?  Will the shares end up in the right hands?  Would the shareholders family receive adequate reward?  Would the business be able to continue?  Is the current strategy tax efficient?

Corporate investment - it may be that it is preferable that surplus funds are retained in the business and that improved returns are required.  We have the expertise to discuss investment arrangements and the complex tax implications that should be considered.

Call Prime Today - we're here to help

If you would like to arrange a free, no obligation meeting please contact us on 0845 872 2099 or email: info@primewealth.co.uk