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Cash Plans: A New Use Jan 08

Cash plans have been around for over 100 years beginning their life in the late 19th century as hospital contributory schemes a forerunner of private medical insurance. These days cash plans exist as reimbursement schemes and are a simple and affordable way to meet the cost of everyday medical expenses.

Business Protection

Just as protection is an essential part of an individual wealth management plan it is also essential to ensure that your business is adequately protected from the risks such as losing a key player or the death of a share holder.

Consider the following:-

How would the loss of a key person, their expertise and contacts affect your business?
If a shareholder retires or dies, would control of the company remain in the right hands?
Is your business exit plan as tax efficient as it could be?
Do you have plans for acquisition or merger or could you be looking at an MBO in the near future?

Our dedicated team of corporate specialists will assess any schemes you may already have and then make a full report. We can advise on a holistic basis, covering your entire financial circumstances or focus on a particular aspect such as key person protection. The choice is always yours and, because we're independent, the advice you receive will be individually tailored to you and have only your interests at heart.

We cannot predict the future but our consultants can help identify and evaluate potential threats to your business. With our years of experience we can help you to put in place measures to protect your business from any number of potential threats.

Having a well-managed financial plan and the right kind of protection in place not only does it give you peace of mind but it also helps to reassure employees, shareholders and investors that potential risks have been properly assessed and any profits are as well protected as possible.

We are authorised and regulated by the Financial Services Authority. For further details please visit our regulatory page

The Beckett Investment Management Group

Dettingen House, Dettingen Way, Bury St Edmunds, IP33 3TU
Tel: 01284 754500 | Fax No: 01284 773701

Knightsbridge House, Lower Brown Street, Leicester, LE1 5TH
Tel: 01162 756181 | Fax No: 01162 494435