Financial Planning Business Breakfast
A whistle stop tour of key financial planning issues for privately owned businesses
About the seminar
Following the success of our recent Seminars ‘Preserving your family wealth’ we’re pleased to announce that we are yet again joining forces with our sister company ‘The Private Office’ (TPO) to bring you a seminar dedicated to business owners ‘A whistle-stop tour of key financial planning issues for privately owned businesses’.
Topics to be discussed include:
- Managing corporate cash and making your business more savings interest
- The importance of the right business advice for Business Protection, Co Shareholder protection and other contingent issues
- A guide through the pension jungle in relation to the contribution limits and lifetime allowance – particularly the bear traps
- The use of pension fund loans and assets to assist the business and the member pitfalls
- How cash flow planning can assist in quantifying and achieving your goals
Interested but unable to make this date?
These seminars are of particular value to FDs, MDs and CEOs of small and medium sized businesses, including family companies, with a turnover of between £4m up to £50m.
They will be delivered by expert technical advisers from The Private Office alongside savings experts from Savings Champion, with an opportunity to meet our team after the event and discuss any particular issues you may have in relation to your own business situation.
Spaces will be limited so if you are interested register your space today.
Who should attend?
If you are unable to make this event but would still like to register for future events or arrange a free no-obligation financial planning consultation with one of the The Private Office's experts, then please register your preference and we'll be in touch.
© Savings Champion
When do they take place?
The seminars will run in London on the 22 and 29 November between 8am and 10am at TPO's office (69 Carter Lane).
About The Private Office (TPO)
Established in 2008 The Private Office specialise in independent financial planning advice, helping clients create, sustain, protect and grow their wealth.
Acting for individuals, businesses, charities and trusts we offer tailored advice across a breadth of sectors and services including: cash flow modelling, tax and estate planning, clinical negligence and personal injury planning, alternative and esoteric investments, legacy planning, investment portfolio management, UK & specialist pensions and structural financial planning.
Many of our experienced team have worked together for over 20 years, looking after private clients, families and owner-managed businesses.
Our advice is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market.
With offices in Leeds, London and Bath, we are a firm of Chartered Financial Planners, a distinguished title that is awarded by the Chartered Insurance Institute, or CII, to firms that meet their exacting and rigorous standards.
As such, we are recognised by the CII as acting with the highest level of merit, integrity, capability and commitment to ethical practice, with our clients’ best interests at the heart of our corporate culture.
To find out more visit theprivateoffice.com or call 0333 323 9060.
