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Corporate & Business Finance

We will keep it clear and simple with no fuss, no flannel, just high quality advice when you need it.

At IEP Financial we understand from years of experience that when you’re running your own business you need financial advice that will identify and deliver financial solutions expediently. Whether it’s organising your corporate protection or setting the right course for managing your Auto Enrolment responsibilities, our team of local qualified business financial advisers will create the financial strategies that work for you and your business.

Download and read our free PDF Key guide on Auto Enrolment click here

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Auto Enrolment

Whether you already have a scheme, or are looking to set up a new one, it is important that you are compliant, and we can assist those who need to check. We can also liaise with the Pensions Regulator where needed, or we can help set up a new fully compliant scheme.

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Business Protection

The importance of business protection is often overlooked, but it helps business owners plan for the unexpected by providing cover to ensure the business can continue with minimal disruption following the loss of a key employee or business owner. We believe this has never been more important.

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Key Person Protection

With many small and medium sized companies dependent on a few key people, Key Person Protection is designed to help protect your business in the event of death or terminal illness of one or more key employees.

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Relevant Life - Are You Covered

A Relevant Life Insurance policy is becoming increasingly popular in the UK for business owners and entrepreneurs. One of the reasons for this newfound popularity is the fact that the full cost of the premiums paid can be claimed as a cost to the business, providing 100% corporation tax relief and no benefit-in-kind charge either.

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Shareholder Protection

The sudden loss of a business owner can cause significant disruption to a business and shareholder protection will minimise the impact of this. Shareholder protection offers the funds to the remaining owners to ensure that the deceased owner’s family can receive a fair value for their inherited shareholding through a simple and streamlined process.
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Free Resources

Business Succession Planning

If you are a business owner, business succession planning and insurance is important.

Learn MoreDownloadable eBook

Workplace Pensions

Automatic enrolment has ‘changed the UK workplace forever,’ according to the Pensions and Lifetime Savings Association.

Learn MoreDownloadable eBook
Business Protection July 11, 2018 by IEP Financial - Succession planning: Why is business protection required? You can often overlook business protection when you arrange your insurances. In fact,… ...