Case Studies

An integrated approach

Our client is a successful young publishing company owned by three entrepreneurs. They approached us for help in restructuring their business which had grown rapidly to comprise several companies - oh, and while we were about the task, could we also integrate the purchase of new premises into the plan?

Over a busy twelve months the group structure was re-aligned to business objectives and to minimise Corporation Tax. Using a SSAS (Small Self Administered Pension Scheme) the three directors were able to pool their pension resources. With a combination of existing pension monies, company contributions and borrowing, new trading premises were purchased.

Result – three entrepreneurs with a tax efficient company and pension structure, allowing them to drive their business forward!