Corporate Services
Business Owner Financial & Retirement Planning
Strategic financial planning ensures business owners’ security and long-term success. Our expert advisers collaborate with you to develop a business-focused retirement plan, tailored to your organisation’s goals and personal financial objectives. The strategic plan promotes business reinvestment along with personal wealth development and includes optimised pension funding through strategic investment structures for long-term financial stability. Our strategy integrates exit planning and succession management, ensuring a seamless ownership transition upon retirement.
Business Owner pensions
Cade & Co offers professional guidance to help clients maximise their retirement savings through Self-Invested Personal Pensions (SIPP), Small Self-Administered Schemes (SSAS) and Group Personal Pensions (GPP). The different pension structures provide adjustable features together with tax-saving benefits and personalised investment solutions for both personal and business requirements. Our pension consolidation services help individuals streamline multiple pension plans, enhancing financial efficiency and long-term returns.
Commercial Property investments within Pensions
Pension investments in commercial properties offer business owners an efficient tax strategy to secure business premises or earn rental income. Our specialists guide clients through pension-based property investments, outlining tax benefits and long-term growth potential. Using pension funds for commercial property purchases reduces tax liability while ensuring full ownership control. The team offers customised financial solutions that match specific investment approaches.
Business Protection
Unexpected events can disrupt business operations and impact financial stability. Cade and Co. LLP provides complete business protection services which include key person insurance, shareholder protection and income protection policies. The strategies implemented by Cade and Co. LLP defend businesses against unexpected financial losses, ensuring operational stability while safeguarding owners, their workforce, and investors.
Group Pensions for employees
A well-structured group pension scheme is a fundamental requirement for both talent acquisition and employee retention, as well as the long-term financial security of employees. The workplace pension solutions Cade and Co. LLP helps businesses set up include auto-enrolment pensions, group personal pensions (GPP) and salary sacrifice arrangements.
Our team guides companies through pension contribution methods and employer responsibilities while demonstrating tax advantages to develop pension solutions that align with organisational goals and workforce demographics. Businesses that prioritise employee financial well-being foster greater staff loyalty, improve retention and cultivate a more motivated and secure workforce.
Company & Employee Insurance
Business stability requires the safeguarding of both organisational assets and workforce members. The insurance solutions provided by Cade and Co. LLP include key person insurance to safeguard business finances from the death or incapacitation of essential employees, shareholder protection to ensure business continuity, and income protection and critical illness cover to provide employees with financial security during long-term health issues.
The employee benefits and group insurance plans offered by our company, including life insurance, health insurance and income protection schemes, help businesses attract and retain quality talent while securing their workforce. Cade and Co. LLP implements protective measures that help organisations reduce financial unpredictability and maintain stability for both owners and employees.
Corporate Financial Well-being
A company’s success depends on strong financial performance and employee well-being. Through Cade and Co. LLP, organisations support their workforce by providing workers with direct access to financial advisers via personalised seminars and one-to-one consultations. These sessions are an opportunity for staff members to discuss personal finance concerns, including budgeting, debt management, retirement planning and investments, while also receiving guidance on managing financial stress.
We help organisations cultivate a healthier, more productive workforce by promoting financial confidence. Additionally, our team assists businesses in developing tax optimisation strategies, implementing pension programmes and designing investment plans that drive long-term growth.
