The Clifton Business Consultancy - Corporate Financial Planning
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Corporate Financial Planning

The Clifton Business Consultancy Limited provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including accountants or solicitors.

The Clifton Business Consultancy Limited has the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Deciding on the best benefit strategy for our clients businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them to the flexibility of being able to choose their own employee packages from a range of options you set. Working with The Clifton Business Consultancy Limited means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

Additional Business Services

In addition to the above services, The Clifton Business Consultancy Limited has a sister company, The Clifton Business Consultancy/Exit Strategy Planning, which is a specialist company providing all of the services necessary for Company Directors/Owners wishing to realise the value of their business by selling to a third party.

Through partnering relationships with leading Professional advisers across the UK, The Clifton Business Consultancy Exit Strategy Planning provides:

  • Consultancy and Business Grooming
  • Management Buy out (MBO)
  • Management Buy in (MBI)
  • Buy in Management Buy out (BIMBO)
  • Business Acquisitions
  • Accounts, Audit and Taxation returns
  • Bespoke Taxation advice, Specialist taxation schemes and products
  • Capital raising
  • Succession planning
  • Business advice and business planning

Please note that The Clifton Business Consultancy /Exit Strategy Planning and its activities are not regulated by the Financial Conduct Authority.

Initial and Ongoing Services

At The Clifton Business Consultancy, we offer a number of options in regards to the initial and ongoing service and support. The level of service and ongoing support will depend on the client's requirements and the complexity of the solutions offered. We also offer advice to client's trustees on their responsibilities, together with advice to family, friends and colleagues.

Premier Service

Financial Planning

  • Comprehensive review of personal situation, and lifestyle planning
  • Evaluation of existing investments, asset split and retirement projections
  • Design of a Holistic tax efficient personal financial planning strategy
  • Implementation and ongoing management of the personal financial planning strategy
  • Where appropriate fully integrated Internet based asset purchasing and monitoring platform service providing annual asset checks
  • Risk profiling methodology and design of suitable asset strategy
  • Updates on any legislation, regulation, tax changes
  • Regular investment newsletter, notification of any suitable investment opportunities
  • Copy of regular News Letter
  • Regular meetings on an agreed timescale
  • Priority access and response from your adviser

Tax Planning

  • Working with or introduction to other professional resources
  • Personal Tax Planning
  • Inheritance Tax Planning and Estate Planning
  • Wills, Trusts, Lasting Power of Attorney, for health & wealth, and for property and financial affairs.
  • Example Costs (individually agreed in advance with each client depending on what is required)

Standard Service

Financial Planning

  • Comprehensive review of personal situation., and lifestyle planning
  • Evaluation of existing investments, asset split and retirement projections
  • Design of a Holistic tax efficient personal financial planning strategy
  • Implementation and ongoing management of the personal financial planning strategy
  • Annual valuation, and investment review
  • Additional valuations/reviews and advice on time cost basis
  • Risk profiling methodology and design of suitable asset strategy

Tax Planning 

  • Tax Planning
  • Inheritance Tax Planning and Estate Planning
  • Wills, Trusts, Lasting Power of Attorney, for health & wealth, and for property and financial affairs.
  • Example Cost (individually agreed in advance with each client depending on what is required)

Foundation Service

Financial Planning

  • Comprehensive review of personal situation, and lifestyle planning
  • Evaluation of existing investments, asset split and retirement projections
  • Design of a Holistic tax efficient personal financial planning strategy
  • Implementation of the personal financial planning strategy
  • Issue of Annual Provider Statements and valuations
  • Risk profiling methodology and design of suitable asset strategy

Tax Planning 

  • Personal Tax Planning
  • Inheritance Tax Planning and Estate Planning
  • Wills, Trusts, Lasting Power of Attorney, for health & wealth, and for property and financial affairs.
  • Example Cost (individually agreed in advance with each client depending on what is required)
     
    Our charge for an initial lifestyle plan, research and report is £650 and may require VAT added. Each service is individually agreed, in advance with each client, depending on what is required.

WARNING: Tax and Estate Planning is not regulated by the Financial Conduct Authority.

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