There are already plenty of reasons for business-owning clients to consider investing surplus profit rather than, for instance, taking it as income. And April’s 6p rise in corporation tax could add impetus to business owners’ interest in weighing up their options.
But with so much uncertainty around these days what strategies should you be considering for clients with businesses?
Les Cameron of M&G Wealth, joined host Richard Allum for an online Assembly to explore investment options, tax treatments and suitability.
Les walked through a set of sides during the Assembly so it's definitely going to be worth your while grabbing a copy for yourself.
That's why M&G Wealth have created a page on their website where you can not only download Les’s slides AND complete a brief test to obtain your CPD certificate for taking part. To visit, just tap this link:
You can also find the page for this Assembly at our website which includes related links to previous Assemblies at which Les has appeared. Here's the event page:
https://paraplannersassembly.co.uk/event/investing-for-businesses-these-days/
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