Corporate Planning

Templar has many clients that own and run their own businesses and therefore we understand the need to manage your finances carefully. We work closely with your accountants and solicitors in order to create a financial strategy that works best for your company. Making key tactical investment decisions at the right time enables you to minimise both personal and corporate tax in order maximise wealth.

Whether you are a young business looking to invest or a business looking at an exit strategy, we have the skills and expertise to deliver the right solutions for your firm. Here are some of the things that we’ve helped our clients with:

  • Purchasing a commercial property in a pension
  • Establishing a director’s pension scheme
  • Ensuring that the company can continue in the event of ill health or sudden death of a Director
  • Ensuring Keyman cover is in place for the right employee
  • Meeting auto enrolment (AE) rules and regulation
  • Formulate an exit strategy

Why Choose Templar?

We do what we do so that our clients can achieve their goals… may be… freedom, security, choice, confidence, time with family… lots of reasons… whats important to you?!

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