Corporate Advice


There are many ways to protect your business and the individuals working in it. It may be that you need to ask yourself some key questions such as:

  • Who will run your business if your health deteriorates?
  • Are you protected from loss of key employees?
  • How would the serious illness or death of a shareholder affect the remaining shareholders, directors or partners?
  • Would my employees value a life cover benefit?
  • We can assist you in assuring that your business and employees are protected should the worst happen.

Retirement Planning & Pensions

Workplace pensions or Auto Enrolment can be a mine field for employers and we can help you every step along the way. The rules can be complex, from preparing for your staging date, assessing your workforce, reviewing suitable pension providers and understanding the obligations you have as an employer. At Southern Wealth Associates we will work with you to create a plan of action to ensure you have met your duties for Auto Enrolment.

Directors or key employees may wish to consider a more comprehensive pension offering to meet their requirements. The actual detail as to what can be done for your own company and objectives depends on many factors, including the ages of the key personnel, their individual aims, their existing pension arrangements and the resources available to build a fund. Effective planning in this area can provide you with significant tax planning opportunities, whilst building a substantial retirement fund.

Investing & Tax Planning

As a business grows and becomes highly profitable it can become difficult to determine how best to access your funds. Alongside your Accountant, we can enable you to make any profit extraction as tax efficient as possible.

Using our expertise we will guide you through the planning opportunities available to you.

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to speak to a member of our team, please call 01489 668280

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    Lancaster Court
    8 Barnes Wallis Road
    Hampshire ​
    PO15 5TU