We understand that a comprehensive package of employee benefits can boost the morale of your workforce and help to retain key staff. From pensions to income protection, to life cover and healthcare, we can arrange the best plan for your business and your employees.
- Perform a detailed review of your current benefits. Our specialists will ensure that you are offering your employees competitive rewards, whilst maximising your savings.
- Discuss changes to the workplace benefits package with your employees, answering their queries and explaining the rewards.
- Implement and monitor your plan to maintain your business strategy. We will also keep you informed in regards to tax and legislative changes, ensuring your package is both compliant and efficient.
Over the course of your working life you may have accrued a number of investments, protection schemes and policies. It is vital that you understand how to translate these into a reliable income in retirement.
We will advise you in regards to developing a clear strategy as you withdraw from your business to maximise your savings and protect against unforeseen liabilities.
Our dedicated team of specialists can offer a number of tax-efficient strategies for your retirement. Our innovative recommendations, combined with our strong market knowledge and experience, helps to create solid investments that reward your hard work.
“Tait Walker have demonstrated a high level of client service throughout our Automatic Enrolment process. They have been very flexible and demonstrated real value for money. We wouldn’t hesitate to recommend them to others.”
Ian Marshall – Operations Director George F White
Tait Walker Wealth Management is a trading style of Tait Walker Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority. Company Number 5674020. Incorporated in England.