Advice for Businesses

We also advise on business protection, such as shareholder, loan, keyman cover and group private medical plans. We also help to ensure these are set-up in the most tax efficient way.


We work with organisations to provide pension schemes, employee benefit solutions and business protection, such as shareholder, loan and keyman cover. We also advise on a range of other business issues, including tax planning, auto-enrolment, corporate investments and cash management.We can also provide a wide range of benefits, including life cover, income protection, private medical insurance and dental schemes

With challenging workloads and many demands on their time, it can be easy for busy business people to get caught up in the day-to-day management issues, neglecting to take time to ensure that their own and their business's finances are properly thought through. Our clients know they can rely on us to cut through the complexity of financial services to provide them with clear professional advice at every stage of their business development.

The Government has recently introduced new requirements, under which, by 2018, all employers will be required to provide a pension scheme for their employees. Employers could be forgiven for feeling confused by exactly what their legal obligations are in this area, but McPhail Financial Services can help you through this and take the worry off your mind.

You may also want to consider how your business would cope should a key person die or suffer long-term illness. We have access to a range of products that can provide solutions in this area.

Is your business paying more tax than necessary? There may be ways you can re-organise your financial affairs so that your tax burden is reduced.

McPhail Financial Services can take the hassle and complexity out of all of this for you and allow you to focus on what you do best, running your business.

The Financial Conduct Authority does not regulate tax advice.