Directors Planning

Discover the expertise you need

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Small and medium-sized businesses (SMEs) need to be adaptable and to quickly react to changing markets and challenging conditions.

Any change in business needs careful handling and as your business develops there will come a time when you will need to seek expert strategic advice to navigate challenges effectively.

Whether it’s managing the diverse demands of an expanding workforce or keeping the interests of major stakeholders aligned, utilising external professional expertise can be invaluable to meet the challenge.

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As your business develops

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As your business evolves, you are likely to require engagement with external specialists for guidance and specific advice across various areas. For instance, you may need specialist advice when implementing cultural or organisational changes, merging or acquiring new businesses, or training staff on a new product, process, or service.

From an operational perspective, you may contemplate how your business can maximise available reliefs and allowances, weigh the pros and cons of direct recruitment versus outsourced director or marketing services.  Finally you may wish to consider the leadership team and the benefits to directors of utilising specialist pension schemes to own business premises.

Acquiring knowledge in these areas empowers you to make strategic decisions at the right time, alongside specialists who facilitate your business’s growth.

Start your financial planning

1. Let's chat

Exploring what matters most for you and your family

2. We'll listen

Putting firm foundations in place for your family

3. Expert guidance

Feel reassured and ready for whatever life may throw at you and your family

Wealth Management designed for you, by Aetas Partners

Aetas Partners is a financial consultancy, founded by Daniel Cottam and Matthew Steiner, to offer a wide range of services for individuals, families, and businesses through our unique “Private Office Platform.”

Our vision for this platform is to bring together specialist advisers who provide a coordinated and holistic service, which is always tailored to your specific circumstances – so that you have an integrated, comprehensive, and expert approach to your financial wellbeing – in one place.

Daniel Cottam and Matthew Steiner - founders of Aetas Partners

Ensure the success of your business

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Through its Aetas Connect partners, Aetas brings together leading experts from various industries to provide a comprehensive planning service tailored for directors. This service encompasses essential elements to ensure strategic success and financial optimisation.

Through this service, directors can leverage Employee Management Incentive (EMI) schemes, accessing structured plans designed to incentivise and retain key staff. Additionally, Aetas assists in navigating intricate tax incentives and allowances, maximising potential savings and ensuring compliance.

Their expertise also extends to systems consulting, aiding directors in streamlining operations and enhancing efficiency through optimised technological solutions.

In essence, employee benefits serve as a strategic tool to attract, retain, and motivate employees, thereby contributing to a positive work environment, legal compliance, and organisational success.

The Aetas Partners Club

An exclusive collection of luxury and lifestyle services which combine to provide a bespoke membership experience like no other.

Aetas Club provides you with access to unique opportunities and events that have been carefully chosen to allow you and your family to participate in iconic experiences and create memories that will last a lifetime.

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