Services

Arena Investment Management Ltd provide tax efficient solutions to three categories of clients with differing needs.

Private Clients

• Tax efficient savings
• Investments
• Life assurance
• Protecting for the unexpected, namely death or illness
• Funding for retirement

Corporate Clients

• Use of profits from the business
• Planning for the sale of business and/or retirement
• Planning for the unexpected, namely death or illness
• Employee pension and benefit packages
• Director & Self-Employed pension planning

Retired or approaching retirement

• Investing for income in a tax efficient manner
• Protecting estates against inheritance tax
• Ensuring existing investments match needs and possibly a changing attitude to risk
• Pre retirement audits of pension arrangements to maximise tax free cash and benefits available under differing arrangements and Inland Revenue rules