Corporate Planning

Our corporate planning services

Supporting you and your business
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Supporting you and your business

Time is rarely on your side when you’re running a business. It takes commitment, hard work, and perseverance to succeed. When it comes to your business's finances (and your own), a helping hand could ease the pressure and keep your corporate services running smoothly.

At Lester Brunt, we help companies of all sizes with their corporate planning, from setting up auto-enrolment pension schemes to educating staff on maximising their finances. Without the right help, financial planning for yourself and your employees can quickly become neglected. Effective corporate planning is key, especially as your business grows and finances start to become increasingly complex. We can help you put the right plans in place, so you can build your financial security over the longer term. Running a business can be stressful, but our range of corporate planning services help to provide you, your company, and your employees with financial peace of mind. Find out more about our services below.

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Auto-enrolment pensions

Businesses must offer an auto-enrolment pension scheme.

Corporate investment planning

Strategic corporate investments to aim for long-term growth.

Company benefits advice

Enhance work environment with employee benefits.

Employee benefits

Expert guidance on maximizing employee benefits.

Employer benefits

Tailored employer benefits for employee well-being.

Business Exit Planning

Preparing for the future of your business

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Auto-enrolment is not regulated by the Financial Conduct Authority.

Business exit strategies may involve the referral to a service which is separate and distinct to those offered by St. James’s Place

What we offer

Corporate planning to help your business thrive

Our approach to corporate planning is simple; we want to supply you with the tools that will help you get the most out of your business’ finances (and your own). Our priority is making sure you understand the options available to you, with clear advice that helps you feel confident in your decisions. As a team, we’re here to support you, taking a holistic approach to financial planning that considers both your individual goals, as well as those of your business, to supply the best possible advice.

To find out more about our services, or to arrange an appointment, call our team on 01202 695 801 or contact us by clicking the button below.

 

For more details about services that we offer reach out to us on 01202 695801, or click the button below.

Whatever the size or complexity of your business, we tailor our approach to your corporate planning journey

Investing in their future:

Less well-known is that children can also have a pension fund as soon as they are born – and setting one up can bring significant tax advantages. Even if your child is a non-taxpayer, they will still get basic-rate tax relief on contributions. That means a maximum of £2,880 a year is automatically grossed up to take account of tax at 25%, giving an annual investment of £3,600

Contact

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