Who we help
Corporate advice
Advice for business owners and senior directors around key people, employee benefits, workplace pensions and tax-aware planning.
Alexander House
Clear advice
National support
Regulated planning
Planning for owners and senior directorsBusiness owners, shareholders and senior directors often need the company plan and the family plan to be designed together. Profit extraction, a director’s pension, key person cover and what happens to the shares are connected decisions.→
We do less general protection work than some firms, but those permissions remain available. The usual starting points are workplace pensions, key people, employee benefits and tax-aware extraction of wealth.
Commercial premises finance can be introduced to a specialist commercial lending partner. Your adviser refers the enquiry and does not have to arrange that commercial mortgage personally.
- Protecting key people and shareholdings
- Employee benefits and workplace pensions
- Directors’ pension and investment planning
- Tax-aware planning alongside the family estate
- Introductions for commercial property lending
Talk to the team
Speak to Alexander House about your next financial decision.
Email the team, or send a short note through the contact form. We will come back to you with a clear next step.