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Partnership/Shareholder Protection |
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Scheme to protect the interests of remaining shareholders or partners in case one of them dies or suffers a Critical Illness |
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Keyperson Protection |
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Life Assurance to protect the business if the key person dies or suffers a Critical Illness |
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Income Protection |
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Individual and Group Schemes for Directors, Partners and Employees |
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Retirement Planning |
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Director's Pension Schemes - Executive Pensions, Small Self-Administrated Pension Schemes (SSAS), Self Investment Personal Pensions, Group Schemes |
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On Retirement |
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Phased Retirement and Pension Fund Withdrawal Schemes, Annuities - Open Market Options |
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Commercial Loans* |
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Arranged for business use and SSAS purchase |
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Private Medical Insurance |
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BUPA, WPA, PPP, BCWA or any other top provider of Individual and/or Group Schemes |
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Lump Sum Investment |
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Building Society, ISA, Unit Trusts, Bonds, Offshore Investment* and Portfolio Services |
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Regular Savings Plan |
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School Fees, Weddings, Cruises and Overseas Trips |
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Inheritance Tax Planning |
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Full Analysis in order to mitigate against any potential liability and ensure capital preservation |
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Full Financial Review |
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Analysis of all existing Protection, Pension and Investment Arrangements | |
Making your money work harder
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NOT ALL COMMERCIAL MORTGAGES ARE REGULATED BY THE FINANCIAL SERVICES AUTHORITY
NOT ALL OFFSHORE INVESTMENTS ARE REGULATED BY THE FINANCIAL SERVICES AUTHORITY
NOT ALL TAX PLANNING IS REGULATED BY THE FINANCIAL SERVICES AUTHORITY |
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Carron Associates Limited is authorised and regulated by the Financial Services Authority