Planning for small and medium size businesses can often feature in a paraplanner’s role. But guess what? We don’t think we’d ever explored the issues that affect small businesses – and the people who run them – in an Assembly.
So we decided to fix that. And to help us navigate the topic, we were 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
From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.
Broken link or duff information?
If something’s not quite right on this page, please tell us what you spotted now at our bug list.
Our guests – Guy Anderson from Just, Sarah Lees from Plan Works, Ben Mastel from 7IM and Sam Tonks from Succession Wealth – discussed the case of Holly Gennero – a divorced mother of two. (Can you spot the film reference? It was the last CSI before Christmas). The team covered the following retirement income options:
- traditional invested drawdown
- annuities
- structured decumulation programmes
Plus concepts including:
- sustainable income levels
- how to measure the chance of success
- stress testing
- options for money not needed for income
Interested? Then just tap ‘Book now’ to save your spot. (And look out for the link to the retirement income case study in a couple of days before the event.)
From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.
Broken link or duff information?
If something’s not quite right on this page, please tell us what you spotted now at our bug list.