Wealth

Corporate Planning and Employee Benefits

To make your business a success, you need to take care of your employees, retain the ones you already have and attract new employees to help your business grow.

Here at Cowgills Wealth we have worked hard with many employers to help them understand and realise the need to support key members of staff and their employees. Corporate Planning and Employee Benefits play a key part in this, offering such benefit influences staff retention and productivity. And providing your employees with benefits they value could assist with recruiting skilled and experienced staff who are highly sought after in a cost effective and tax efficient way.

With a dedicated team of advisers who get to know your business, its needs and objectives, allows us to be on hand to offer and advise and assist you implement a corporate planning and employee benefit strategy to help your business and employees grow and prosper and ensure your employees are well protected.

Our services include:

  • Group Risk
  • Shareholder Protection
  • Key Person Protection

Group Risk

Group risk benefits such as life assurance, income protection and critical illness are typically what many employers put in place for their employees. Here at Cowgills Wealth we get to know you and your business. We will provide unbiased, professional advice, tailored to your needs ensuring you enhance the benefits you provide to your employees.

Shareholder Protection

If a key shareholder suddenly becomes critically ill or even dies, you want to be sure that you have done everything you can to minimise the interruption to your business. That’s where we come in, our team of experts will advise you on the importance of this type of protection and help you put in place shareholder protection to protect the ownership of your business.

Key Person Protection

If a key person in your business becomes critically ill or dies, the loss can have severe impact and a devastating financial effect. Our team will be able to offer advice on implementing key person protection to help replace any lost profit or finding and hiring a replacement.

Three in ten SMEs have experienced the loss of a key employee for three months or more due to a serious illness or death. The loss of a key person has been known to cause the immediate ‘death’ of that company and one that we want to help you avoid.

Contact us for a chat if key person protection is something you are considering. We will be sure to offer you the best advice to protect the future of your business.

The Financial Conduct Authority does not regulate inheritance tax planning, tax advice, estate planning or cash flow modelling.

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Meet the team

Chris Harrington

Chris Harrington

Director

Chris Harrington

Director

Dawn Scott

Dawn Scott

Practice Manager

Dawn Scott

Practice Manager

Matthew Bromley

Matthew Bromley

Chartered Financial Planner

Matthew Bromley

Chartered Financial Planner

Phil Hart

Phil Hart

Chartered Financial Planner

Phil Hart

Chartered Financial Planner

Shaun Davison

Shaun Davison

Financial Planning Director

Shaun Davison

Financial Planning Director

Spencer Bennett

Spencer Bennett

Financial Planning Director

Spencer Bennett

Financial Planning Director

Stacey Cole

Stacey Cole

Client Manager

Stacey Cole

Client Manager