top of page
Winter Mountain Resort

Corporate Planning

Meeting

As a business owner, navigating the complexities of corporate financial planning can be time-consuming and overwhelming. At K2 Private Wealth, we are here to help you manage and protect both your business and personal finances efficiently, allowing you to focus on running your company.

Corporate Pensions


A well-structured pension plan is essential for both recruitment and employee retention, as well as being a tax-efficient way to manage business expenses. We can assist with group pension plans, salary sacrifice arrangements, and executive pensions, ensuring that both you and your employees benefit from the success of your business.

Business Protection


Protecting your business from unforeseen events is crucial to its long-term survival. From key person insurance to business loan protection, we can create tailored insurance programmes that shield your company from potential risks. We’ll conduct a thorough review of your business needs to ensure you’re covered for all eventualities.

A couple at a business meeting

Auto-Enrolment Compliance


With the introduction of auto-enrolment, employers are required to provide workplace pensions to all eligible employees. We offer guidance to ensure your company is fully compliant with all regulatory requirements, helping you avoid penalties and providing peace of mind for both you and your employees. We’ll review your existing scheme and ensure it is delivering the best value for your business.

Strategic planning today can help ensure your company’s continued success tomorrow. Let us work with you to develop the most effective financial solutions for your corporate needs.

Other Services

Luxury Beach House

Retirement Planning

Start planning your ideal retirement today. Dream about your future while we work on how much you'll need for a comfortable life. Utilising advanced cash flow modelling, we craft a detailed retirement plan tailored to ensure you enjoy your later years worry-free.

Young couple on mountain with view to lake

Savings & Investments

Maximise returns with tax-efficient investment strategies. Whether seeking growth or income, out portfolios are backed by our expertise in crafting a strategy that not only secures your financial future but also maximises tax efficiencies. 

Carbine and Rope

Protection Planning

Comprehensive protection for peace of mind. In today's world, understanding the impact of taxes and potential income loss is crucial. We assess your needs, offering strategies to safeguard your financial future confidently.

Family Meal

Inheritance Tax Planning

Minimise tax, maximise legacy. Inheritance tax can significantly affect estates large and small. Together with top legal experts, we offer strategies to reduce tax impact, ensuring your legacy benefits your loved ones, not the taxman.

Contact Us

bottom of page