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Corporate Planning

Having run a business, several Royal Navy Ships and a school budget, we are well placed to provide corporate advice to business clients. He currently advises businesses from single owner start-ups to SMEs turning over £10m.

Worley Associates can help your business:

  • Take profits tax-efficiently.
  • Get the correct pension in place for employees and directors.
  • Protect shareholders in the event of death of an owner.
  • Provide tax-efficient life cover through a death-in-service benefit.
  • Protect the business in event of death or injury to key staff.
  • * Help with exit planning and optimising Entrepreneur’s relief (BADR)
  • Commercial borrowing to purchase commercial premises.

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

* Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.