Corporate
Levels of Service

Bespoke Service

• Annual review meeting and schedules
• Annual employee presentation
• Salary exchange schemes
• Company employee benefits review
• Key person/shareholder insurance review
• Priority response to all email and telephone calls
• E-news updates, if we hold your email address
• Tax year-end guide
• Maintaining records and compliance obligations

Advice Service

• Review meeting when required
• Annual review schedule
• E-news updates, if we hold your email address
• Annual tax tables
• Maintaining records and compliance obligations

Reactive Service

• Advice when requested
• Maintaining records and compliance obligations
• E-news updates, if we hold your email address