HOW WE CAN HELP

Formulating a tax‑efficient remuneration strategy for company directors, structured through an appropriate balance of salary and dividend payments, and tailored to align precisely with your stated objectives.

 It should be noted that taxation rules and the availability of reliefs are subject to change at any time, and the value of any such reliefs will be dependent upon individual circumstances.

Key Person Protection represents an elite class of bespoke insurance arrangements, conceived to preserve the enduring stability and prosperity of an enterprise in the face of the most profound human capital losses. It is designed to defend against the far‑reaching fiscal repercussions that may befall an organisation upon the critical incapacity or untimely passing of an irreplaceable executive, visionary leader, or specialist, whether arising from critical illness, terminal illness, or mortality within the policy’s tenure.

Far exceeding a mere contingency measure, this sophisticated instrument of corporate resilience affirms to discerning stakeholders — shareholders, strategic partners, and institutional investors alike — that the organisation possesses the foresight, structural fortitude, and refined governance to navigate disruption with poise. It proclaims a commitment not only to organisational survival, but to the continuity of excellence, competitive ascendancy, and long‑term prosperity — even in the absence of those whose contribution is truly inestimable."

Through our Private Client team, you can gain access to a carefully selected panel of private banks and specialist lenders, introduced in line with the unique aspects of your commercial requirements.

Please note that commercial lending is not regulated by the Financial Conduct Authority.

All enquiries for commercial banking and lending will be referred to a service that is entirely separate and distinct from those offered directly by our office."**

Through our Private Client team, you can gain access to a carefully selected panel of private banks and specialist lenders, introduced in line with the unique aspects of your commercial requirements.

Please note that commercial lending is not regulated by the Financial Conduct Authority.

All enquiries for commercial banking and lending will be referred to a service that is entirely separate and distinct from those offered directly by our office."**

As an employer, you are generally required to provide a workplace pension scheme. This is not merely a legal obligation — offering a workplace pension can be a powerful benefit for your employees and a valuable tool for attracting and retaining top talent.

There are various options available, from enrolling in the government’s NEST scheme to establishing a bespoke pension arrangement tailored to your organisation.

If existing multi‑employer pension schemes do not fully meet your requirements, it may be worth considering a bespoke solution — an approach typically favoured by larger organisations with significant workforces and specific operational needs.

Please note that the value of an investment through our office will be directly linked to the performance of the funds you choose, and the value may go down as well as up. You may get back less than you invested

Helping to manage short-term cashflow and deposit requirements, and identifying appropriate financial solutions.

As a Established Multi Family Office, we can introduce you to a  Private Bespoke Cashflow Entity, who are the preferred cash management provider of Kirkbride Private Wealth, and whose services are separate and distinct to the services offered by our office.

Encompassing inheritance tax planning, retirement and pension strategies, and the creation of a tax‑efficient post‑sale income designed to replace salary and dividends.

Please note that the value of an investment through our office will be directly linked to the performance of the funds you choose, and can therefore go down as well as up. You may get back less than you invested.

We provide discerning business leaders with a meticulously orchestrated pathway to a successful and strategically timed exit — whether the destination is complete financial independence, a refined reduction in working hours, or the maximisation of enterprise value ahead of transition.

Drawing upon advanced market intelligence tools, strategic positioning techniques, and structured growth preparation, we ensure your business is developed with precision to command optimal value at the point of sale.

Where appropriate, the realisation of these strategies may be complemented by introductions to trusted, specialist services operating entirely separately from, and distinct to, those offered directly by Our Office — ensuring that every facet of the process is handled with the utmost expertise, discretion, and alignment to your personal and corporate vision