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Planscape Planner™ can source the appropriate cover for you or your business at an affordable cost.

Planscape Planner™ has saved businesses significant sums of money by demonstrating where tax relief can be optimised, reducing the cost of protecting Company Directors and staff and grown the profits of businesses through carefully selected and managed investment opportunities.

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Directors (Executive) Pension Plans

Company Directors can avail of generous tax relief by funding their retirement plans through the business. An Executive pension can also give you more flexibility when it comes to retirement and investment choice.

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Group Retirement Pension Schemes

If your company has an existing scheme and you would like it independently reviewed or you would like to discuss the options when setting up a new scheme for staff, Planscape Planner™ will demonstrate how your business can make significant monthly savings by implementing the right scheme to suit your company.

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Business Protection

Coleman Financial Planning have helped many businesses protect their assets by advising them in the areas of Co-Directors Insurance, cover for Partners and Key Employees as well as protecting the incomes of business Directors and staff. Planscape Planner™ will assess the risks to a company and provide a solution tailored made to that business.

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Executive Income Protection

Company Directors can protect their incomes in the event of illness or injury by setting up an Executive Income Protection policy. The premiums are paid by the company and as a result may benefit from tax relief.

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Sole Trader/Self Employed Pension Plans

If you are a sole trader or earn an income from a self-employed job Coleman Financial Planning can help you source the right Pension plan to minimise your income tax and plan for the future.

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Self-Administered Pension Schemes

By setting up Small Self-Administered Pension (SSAP) Schemes, our clients have
the facility to invest their pension assets in specific investments, including commercial and residential properties, bespoke investment funds and direct stocks and shares.

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Group Risk Facilities

Many employers are enhancing the benefits they give to their staff by providing life cover, income protection and illness cover through the company in a tax efficient manner. This has resulted in lower staff turnover and retention of quality, key employees.

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Spouse's Pensions

Business owners have a wonderful opportunity to maximise tax relief through a spouse. This can result in significant savings to your company and a greater source of wealth into the future.

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Testimonials

“I moved my pension and investment management to Coleman Financial Planning shortly after their establishing. This was largely due to a lack of confidence in a previous advisor, but also a suspected loss of interest on their part too. So what a surprise to meet Daragh who offered simple explanations and sound advice, such that I was then able to make informed decisions about my pensions and other policies I had accumulated. Daragh also was able to provide concrete financial planning which has left me with sure footing for the future”

Peter McElwee McElwee Pharmacies

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