• Tel: 01444 410 276
  • Foundation Financial Planning, 2nd Floor, 38-42a South Road , Haywards Heath, West Sussex, RH16 4LA, front entrance next to HSBC Bank
  • RH16 4LA

 

Foundation Financial Planning has been advising corporate clients since 1998 and adding value in the following areas:-


o Group Pension Arrangements to include Auto-Enrolment and making tax efficient recommendations for the benefit of employers and employees alike

o      Undertaking annual desk-based reviews for each individual member

o     Tailoring investment recommendations  to meet the objectives and attitude to risk of the individual member, rather than a “one size fits all” approach

o       Undertaking shortfall planning

o    Offering financial planning surgeries on client site so that employees have access to a financial adviser to undertake a face-to-face review and discuss other areas of financial planning (with prior employer permission)

·      Arranging Group Life Assurance contracts, otherwise known as Death In Service (DIS) to provide employee financial security 

·      Arranging Keyperson Insurance, to replace profits a business may lose in the event of a key team member becoming critically ill or worse

·     Arranging Shareholder Protection allowing for peace of mind should one of their number pass away prematurely

·         Arranging Group Income Protection policies

·      Arranging Private Medical Insurance, giving an employee and their family access to private medical treatment

         Exit Strategy Tax Planning

  1. Entrepreneurs Relief
  2. Business Property Relief
  3. Capital Gains Tax, generally

 

The above can be arranged fairly economically, with tax benefits usually available for the employer and employee.

Our aim is that individuals within corporations will value their employers even more highly as a result of the work we do for them, we aim to be an extension of the employers values and principles in our dealings with all those involved in their business.

 

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Our core principle is to 'add value effectively'.


 

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