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On-Demand Events

Paraplanners Assembly 2023: Investing for businesses (these days)

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)      

What was covered?

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?

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M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.