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SMEs talking technically about planning for SMEs

19 Jun 25 1 min read

Financial Planning for SME's

In this Techy Thursday session, two of our Subject Matter Experts (SMEs) will talk about planning opportunities with Limited Company SMEs (Small / Medium Enterprises).

Mark Devlin (Senior Technical Manager, M&G Wealth)

Barrie Dawson (Senior Technical Manager, M&G Wealth)

They look at two main areas: extracting profits in the most tax efficient manner and companies investing surplus cash.

Up to 90 minutes (approximately), with 30 minutes Q&A     I     Structured CPD accredited by CII and CISI 

Learning outcomes

By the end of this session, you will be able to:

  • Describe retirement planning considerations for business owners
  • Evaluate the tax treatment of company withdrawals
  • Identify the practicalities and wider tax considerations when advising on corporate investments
  • Understand the tax and accounting treatment of companies who make investments in bonds and OEICs.

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19th June 2025 at 10 am

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