Tel: 01305 775850 | Client login | Terms of business
Corporate planning

Many business owners put more planning into their personal and family lives than their businesses, leaving too many things to chance.

  • Have you thought of the consequences for your business if you or a fellow Director were to die or suffer a serious or long term illness?
  • Who would take his or her place?
  • Can the business afford to compensate their family for the loss of income?
  • How do you keep control of the shares?
  • What do you do if an unwelcome family member decides to get involved?


Apex CB Financial Planning Ltd can offer a full corporate financial planning service, starting with protecting the business owners and shareholders against unexpected events, right through the company life cycle to retirement and exit strategies.

Our Corporate Financial Planning services include:

  • Advice on setting up a company and putting in place the Shareholders or Partnership Agreement.
  • Protecting the company and its Directors using life assurance and critical illness insurance against the consequences of death and serious illness
  • Sheltering the company's profits from Corporation Tax and Capital Gains Tax
  • Longer term planning such as Directors' and staff pension schemes
  • Advice on investing surplus profits
  • Business exit strategies and maximising the sale value of your business.
  • Use your pension to buy commercial property
  • Tax-free ways to get money out of your company


In conjunction with our specialist taxation partners and your Accountant we are able to help companies to reduce their corporation tax liabilities and set up highly tax efficient remuneration schemes for senior management.

Why not get in touch to find out about how we can help you.


...very customer focused. His honesty, integrity is what you expect from a financial advisor...



Testimonials

Reviews of Apex CB Financial Planning Ltd on the FreeIndex Independent Financial Advisors (IFAs) Directory
Apex CB Financial Planning Ltd is authorised and regulated by the Financial Services Authority. Registered in England company no. 05082939
©2011 Apex CB | Privacy statement | Web design by Pixelhaus