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Financial planning essentials for small businesses

Financial planning
Self certified

Wednesday 30th November 2022





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.

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Les Cameron
M&G Wealth

Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.

A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.

Event resources

Useful links

M&G Wealth have created a page on their website where you can download Les’s slidedeck AND complete a brief test to obtain your CPD certificate for taking part

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