Are you making use of your Marriage Allowance?

The Marriage Allowance allows you to transfer £1,190 of your own Personal Allowance to your husband, wife or civil partner on the basis they earn more than you. This has the effect of reducing one tax bill by up to £238 – More information Here –

Solutions for Company Directors & Shareholders.

We provide turnkey strategic solutions to directors & shareholders. Our services range for simple financial advice to complex property purchases using pension vehicles together with bespoke legal support.

1

Financial Advice

We can help formalize you financial goals and retirement strategy.

2

Tax Mitigation

Effect solutions to reduce personal, corporation and capital gains tax.

3

Succession Planning

Strategic solutions to help reduce inheritance tax.

4

Business Protection

Shareholder & key person protection. Directors death-in-service schemes.

5

Legal & Business Support Solutions

We can provide full legal support for your business.

6

Family Trusts

Family trusts, business trusts & reducing inheritance tax while you are still living.

WHO WE ARE

We provided financial advice and business support to over a hundred clients in the Birmingham area – since 1999. With over £10 million AUM we are adept at wealth management and traditional advice services. We now tend to focus on providing board-level clients turnkey solutions to their everyday problems.

Richard Bishop has been providing business and financial advice for over 20 year, he’s taught financial planning at Coventry University and has been involved in business support and consultancy with Wolverhampton University through the European funded KEEN program.

 

 

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    Over 20 years experience.

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    FCA regulated financial advice.

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    Telephone & Email Support.

Our Projects

What our clients say about us

We have worked with Richard and Premier for over 10 years. We are confident now about our retirement planning and our Directors pensions. We have a plan in place that is reviewed every 6 months.
Mr & Mrs Cooper
We have worked with Richard for over 10 years and have always received great service, I'm more than happy to introduce our clients to Premier as I know they will receive great advice and service.
Sandar Kansy

Helping Directors & Shareholders maximise their profits.

Call 01384 645457

contact us