Paraplanners Assembly 2022 – Financial planning essentials for small businesses

60 min read 30 Nov 22

What was covered?

Planning for small and medium size businesses can often feature in a paraplanner’s role. But guess what? We don’t think we’ve ever explored the issues that affect small businesses – and the people who run them – in an Assembly.

So we’ve decided to fix that. And to help us navigate the topic, Richard Allum from the Paraplanners Assembly was joined by Les Cameron from M&G Wealth.

Whether you already have experience in this area or are new to it we’re confident that this Assembly will be right up your street. Over the course of an hour, we expect to cover:

  • how corporation tax works
  • what the changes mean and how will they work
  • corporate investments for surplus profits
  • profit extraction and remuneration strategies

Check out our previous Assemblies – they’re each worth an hour of CPD


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