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Corporate Financial Planning

Most small to medium sized firms are unprepared in some areas of financial planning.

The consequences of this oversight may simply result in paying more tax than necessary, or it can be much more serious in that events which can and should be insured against are left uncovered, with possibly disastrous consequences for the firm and its owners.

The main areas that normally need to be reviewed and actions planned are as follows:-

Owners and shareholders (including employees) should also acquaint themselves with capital gains tax as familiarity with the rules as might apply to their business can allow opportunities to be taken when they arise.

Goldstar Insurance Services Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 149766 http://www.fca.org.uk/register.

Goldstar Insurance Services Ltd Registered Address: Lynton House, 304 Bensham Lane, CR7 7EQ. Registered in England & Wales, No. 02643621.

Neither Goldstar Insurance Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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