SG Holding & Partners - Financial Advisers SG Holding Logo
Telephone 0151 339 8181 • Facsimile 0151 347 1791 • 232 Chester Road, Little Sutton, Ellesmere Port, Cheshire CH66 3RF
Advising Partner: W Dalling • Advising Consultants: A G Anderson, T Buckle, G R Taylor, L M Batty, R J Patterson
Authorised and Regulated by the Financial Services Authority. Hand on a mouse
At SG Holding & Partners we have 30 years’ experience of working with the directors of small and medium sized enterprises in various different industries.

Key Person Assurance
Directors and employees with specialist skills are key employees, and to lose the services of one through death or illness can do great damage to a business. Through appropriate key person assurance we aim to protect your business and try to ensure that it can keep operating.

Share Protection Assurance
Companies need to have plans in place should one of the directors die unexpectedly. There is a risk that the remaining directors will not have sufficient funds available to purchase the shares of the deceased director, and this could have significant effects on the company. This can be a complicated area and specialist advice will be required to ensure that the arrangements are suitable.

Pension Arrangements for Directors and Employees
The recruitment and retention of staff is a major concern for many businesses, and a good pension arrangement can play a vital role in this area. Many employers in the past set up pension schemes for their employees, but with changes in the rules regarding pension schemes in recent years, and the rising cost of final salary schemes, a review of these arrangements should be considered. Directors may also prefer to set up arrangements separate from those of their employees, perhaps to obtain the benefits of self investment, or to facilitate tax planning through pensions.

SG Holding and Partners offers expert impartial advice in all these areas.

Contact us to find out more >>

The Financial Services Authority does not regulate taxation advice

Independent Financial Adviser Yesterday, today and tomorrow - Celebrating 30 years of providing advice on pensions, investments and mortgages Established 1978