Financial services

Outsourcing Support for Calculating Partner Profitability

Many clients engage our specialists to process weekly, fortnightly, monthly, or annual payrolls. This confidential, off-site, online service ensures you remain up-to-date and fully compliant with employment tax laws, minimizing administrative costs.

Our Expertise

As an British business serving clients for 7 years, we are deeply connected to our clients’ problems, needs, and future plans. Today, IWN Group boasts one of the most highly qualified financial planning teams in Great Britain, with all of our senior advisors being Chartered Financial Planners. Our client-centered approach ensures you remain at the forefront of every step of the financial planning process.

Outsourced Yield Calculation Support

Our outsourced yield calculation support includes:

• Registration: Ensuring all necessary registrations are completed accurately.
• Payroll Processing: Issuing weekly, bi-weekly, or monthly payrolls via email.
• Preparation of Tax Documents: Including P45, P35, and P60 forms.
• Income Tax Returns: Calculation and filing of income tax returns.
• Tax Credit Updates: Keeping you informed about changes made by the IRS to employee tax credits.

Financial Planning Process

We believe you should maintain control over your financial journey. Our process includes:

• Gathering Financial Information: Collecting all necessary data to understand your financial situation.
• Setting Life Goals: Defining your short- and long-term financial objectives.
• Analyzing Current Financial Situation: Reviewing your current finances to identify strengths and areas for improvement.
• Developing a Strategy: Crafting a comprehensive plan to achieve your goals, considering your current situation and future plans.

The Benefits of Personal Financial Planning

Personal financial planning provides direction and meaning to your financial decisions. It allows you to:

• Understand how each financial decision affects other areas of your finances.
• View each financial decision as part of a whole, considering its short- and long-term impacts on your life goals.
• Adapt more easily to life changes, feeling more confident that your goals are on track.

At IWN Group, we ensure our services are tailored to your unique needs, providing a holistic approach to your financial well-being.

During the implementation phase of any financial plan, we can make recommendations:

• Savings and Investment: At IWN Group, we provide expert advice on all investment options, regardless of size, risk, and duration. From lump sums to regular investment plans, including education planning, we tailor our advice to meet your unique financial goals.
• Retirement Planning: Retirement planning is a crucial component of any financial strategy. We offer guidance on all types of retirement plans, whether you are a sole trader, director, or employee. Our services include:
  • Understanding Tax Reliefs: How they work and how to maximize them.
  • Projected Retirement Income: Estimating future income to ensure a comfortable retirement.
  • Investment Options: Including self-managed pensions.
  • Pension Transfers: Advising employees on options available when pension benefits are transferred from one employer to another.
• Protection: Protection is the cornerstone of any serious financial plan. We help you address critical questions such as:
  • Dependents’ Financial Security: Ensuring your family can survive financially if something happens to you.
  • Disability Coverage: Providing solutions if you become permanently disabled.
  • Mortgage Payments: Strategies to manage mortgage payments in unforeseen circumstances.
  • Business Continuity: Mitigating the impact of losing a key employee.

For both business owners and individuals, our financial planning advisors assess the potential financial implications of these scenarios and implement strategies to mitigate their impact. We provide comprehensive advice on:

• Life and Serious Illness Insurance: Ensuring adequate coverage for you and your loved ones.
• Income Protection Plans: Securing your income in case of illness or injury.
• Inheritance Tax Plans: Effective planning to minimize tax liabilities for your heirs.