Caple Banks have done a fantastic job helping me minimise my tax liabilities with a new pension plan, benefitting both me and my company.
- Dr P. Murray - Director CatScI Ltd.
Introductions to professionals must be considered very carefully, my past experience with Caple Banks gives me the confidence to do this, as I know clients will be provided with an excellent personal service
- Mr R. Mills FMAAT ATT (Fellow) – Accountant
Kevin has been our IFA for many years, his advice and recommendations are exemplified by excellent returns over the last three difficult investment years.
- Mr A. Webb – Retired Pilot
The personal service we have received from Jody has been really efficient and we can rest more easily now knowing that we are well covered in the event of an untimely illness or accident.
- Mr D. Berry – Associate Structural Engineer
The service I have received from Caple Banks has been so good that I have recommended them to a number of close friends and family, who in turn have been very happy with the service they’ve received.
-Mr T. Gunner – Owner, T&T Filtration Ltd
The service I have received from Caple Banks has been so good that I have recommended them to a number of close friends and family, who in turn have been very happy with the service they’ve received.
- Mr D. Osborne – Retired Helicopter Engineer.
Corporate Benefits
Companies as well as individuals require specialist financial planning advice. Too many companies leave this aspect of their business to chance putting their business at risk.
We provide comprehensivefinancial advice to the owners, directors and employees of companies both large and small. This can incorporate business protection, partnership and key person protection and employee benefits such as Pensions, Death in Service, Income Protection, Medical & Dental plans & flexible benefits including car schemes, salary sacrifice, cycle to work etc. building into a total reward hub for your employees.
Pensions Auto-Enrolment (AE) which commenced in October 2012 represents a challenge to all employers but for many smaller companies establishing a company sponsored pension plan will be a new and daunting challenge. With our knowledge and experience of the pensions market and understanding of the rules of auto enrolment we are able to provide solutions which will enable you to introduce the new pension arrangements with minimum disruption.
Expertise is needed to plan around corporate tax requirements and any implications that arise. Companies have many specialist needs including business protection, partnership & key person protection and employee protection and retention. Contact us on 01275 370300 to arrange a full business financial planning review.
Flex-benefits
Flex-benefits schemes allow employees to select the benefits that suit them. As well as the more normal employee benefits such as Pensions, Income Protection, Medical & Dental plans your scheme can incorporate benefits such as shopping vouchers, mobile phones, childcare vouchers, salary sacrifice, cycle to work and company car schemes etc. This can both improve your staff retention and make you more attractive to new recruits.
We can help you deliver bespoke flexible benefits plans to your employees. They are increasingly popular as a means of offering more tailored employee choice.
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tFinancial Advice... pure and simple
Caple Banks Ltd provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!
