|
‘Corporate’ does not necessarily mean ‘Huge’
We can provide essential financial planning services for any business from a two man partnership to a multinational giant. The needs are broadly the same, only the scale is different.
As well as providing protection and financial security for directors, partners and senior Management corporate planning extends to the setting up of group life insurance, group healthcare cover, employee retirement schemes as well as to secure investment of cash reserves for attractive returns.
Where a company has a mixture of local and expatriate employees the usual situation is that local nationals must join schemes established under the home country’s regulations but foreign staff cannot or need not participate in these arrangements.
Foreign staff members can take part in a separate scheme that the employer sets up for them. This can have the great advantages of tax freedom and international mobility.
Some of the areas where we can help:
1. Designing Offshore Retirement Benefit Schemes for Groups of Executives
Key features are:
- Simple inexpensive administration
- Wide choice of well established investment areas
- flexibility of employer’s and employees’ contributions
- Portability in case employees move country.
- Benefits can be taken as a lump sum or as a regular income
- Availability of trust arrangements in a dependable jurisdiction.
2. Health Care Insurance / Income Protection
Employees, particularly those who live and travel overseas, need re-assurance that costs of medical treatment and long term disability will be covered on their behalf.
We can arrange these as free-standing arrangements or incorporate them as an add-on to a retirement scheme. | 
Corporate Services
