How we can help

 We offer many services; to help you make the most of your finances and more importantly to make the right decisions. We offer many services to our individual clients, such as investment and taxation advice along with pension and estate planning and most importantly we want to help protect your wealth.

• Pensions and retirement planning.
• Savings schemes.
• Lump sum investments Individual Saving Account (ISA).
• Inheritance Tax mitigation.
• Will planning.
• Life Assurance protection.
• Critical Illness.
• Income Protection.
• Taxation Services.

We offer professional advice with a tailor made package to suit your company and employees. The services we offer encourage your employees to get involved with their pension and employee benefits.

We build long term relationships with our clients supporting them at every step of the way, whether that is through our services or our professional advice.

• Critical illness
• Share protection
• Auto Enrolment
• Partnership assurance
• Group pension schemes
• Corporate investments
• Business consultancy
• Death in service arrangements
• Group income protection
• Flexible employee benefit packages
• Compliance with new auto enrolment regulations

The law regarding workplace pensions has changed, every employer with at least one member of staff now have to have a workplace pension scheme set up and enrol those who are eligible and contribute into this for them.

We can help set up a fully compliant scheme.

• Joining all eligible employees to the scheme.
• Joining all Non Eligible and Entitled members that have requested inclusion.
• Arranging submission to the provider of the monthly contributions based on the figures agreed with employer’s payroll department.
• Ensuring the Opt Out list is checked each month and payroll notified.
• Providing the scheme with leaver information to ensure the correct letter is sent to the member.
• Provide an Auto enrolment/Pensions helpline in working hours for employees and employers.
• Arrange a minimum of one pension surgery a year to discuss any pension transfer, retirement, fund and contribution related queries.

Handling your personal and/or corporate tax affairs can be a stressful and time consuming matter. At The Premier Partnership Limited we have the team to assist you with all of your tax and trust requirements.

Tax is an extremely complex and difficult area – we have the knowledge and expertise to assist you.

• Self Assessment Tax Return preparation & submission.
• Professional advice with regard to all areas of taxation, such as Capital Gains Tax, Inheritance Tax and Income Tax.
• Tax efficient estate planning, including the creation of trust arrangements.

 The Premier Partnership Limited offers many tailor made and bespoke solutions for your connections assisting you and your clients with any financial decision they need to make. We want to build strong relationships with you, built around service, support and understanding. 

• Pensions and retirement planning.
• Savings schemes.
• Lump sum investments.
• Inheritance Tax mitigation.
• Will planning.
• Life Assurance protection.
• Critical Illness.
• Income Protection.
• Taxation Services.
• Flexible employee benefit packages.
• Compliance with new auto enrolment regulations.

 Whether you are single, married or in a civil partnership you should arrange a legal Will, otherwise when you die the Rules of Intestacy will be applied to your Estate.

• Simple Wills.
• Tax Efficient Wills.
• Wills including basic Trust.
• Creation of Trusts.
• Lasting Powers of Attorney.

 How do you cut through all the noise and sheer weight of information to get the information or advice that is right for you? Many people naturally fall back on referrals from peer networks - either online or in the real world. 

 The most effective way to achieve financial independence is to do the small but important things regularly for long enough. Unfortunately, this boring truth does not get much media publicity because it is not good copy. Good financial planners know which of your financial levers to pull for the best effect. 

 Buying a guaranteed lifetime income is very expensive, especially right now. For most people, this means compromising by either accepting less income or more risk. A financial planner has the skills to explain the risk versus reward trade-off, so you can take the route that is right for you. 

 Unfortunately, too many people who make their own financial plans don’t actually follow through on them. A financial planner will be the ‘monkey on your back’ to ensure you take the steps needed to achieve your long term goals. 

 The financial services sector is rife with conflicts of interest. A good financial planner will be upfront with you about any part of their service that conflicts with your interests. 

 Unlike most financial salespeople, a financial planner will not be reliant on selling you a financial product. This is why they have the objectivity needed to provide financial planning advice that is right for you.