On-Demand Events
Last Updated: 16 Aug 23 60 min watch
Les Cameron (Head of Technical, M&G Wealth)
Richard Allum (Paraplanner Assembly)
Popular Assembly regular, Les Cameron of M&G Wealth, joined the Paraplanners Assembly in something of a follow-up to last November’s online Assembly on financial planning essentials for small businesses.
60 minute video (approximately)
There are already plenty of reasons for business-owning clients to consider investing surplus profits rather than, for instance, taking them as income.
But April’s 6p rise in corporation tax could add impetus to business owners interest in weighing up their options.
Yet there’s so much uncertainty around these days – even about once relatively dependable vehicles like bonds – so what strategies should you be considering for clients with businesses?
During this online Assembly, Les explores investment options, discusses tax treatments and tackles the topic of demonstrating suitability.
So if you have clients with businesses – or run a business yourself – why not watch now?
Submit your details and your question and one of your Account Managers will be in touch.