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B4 LIVE: Benefits of lifestyle financial planning for you & your business

Tuesday 23rd June 2020 @ 12:00 pm - 12:30 pm

Ian Brookes and Richard Elliott of Charles Stanley take a look at the benefits of lifestyle financial planning for you and your business.

An informative discussion on our experiences advising business owners regarding their financial planning needs. We will look at Pension funding options, Business Protection for Key Personnel and Share Holder Protection. We will also explain why it’s important to have a personal cashflow forecast to sit alongside an owner’s business cashflow forecast.

Covering:

  • How to fund retirement using corporate profits as an alternative to salary, bonus or dividends
  • How to ensure business continuity following death of a shareholder, partner or key person
  • How holistic financial planning provides much better client outcomes than product driven advice

Suitable for: SMEs, business owners, lawyers

Click here to register

Details

Date:
Tuesday 23rd June 2020
Time:
12:00 pm - 12:30 pm
Event Categories:
,
Website:
https://www.eventbrite.co.uk/e/b4-live-benefits-of-lifestyle-financial-planning-for-you-your-business-tickets-104431001938