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Financial Planning Fundamentals for Business Owners and Entrepreneurs
Date and Time
Thursday Oct 3, 2024
9:30 AM - 1:00 PM BST3rd October 2024
09:30 - 13:00 with lunch afterwardsLocation
The Alverton Hotel, Tregolls Rd, Truro TR1 1ZQ
Fees/Admission
Free
Website
Description
Financial planning fundamentals for business owners
Brooks Financial Planning are offering a chance to hear from industry experts around the fundamentals of financial planning as a business owner.
Our valued speakers from SJP Private Clients, Technical Connection and TC Group Lang Bennetts, will be joining us for an insightful discussion on areas you can gain value from your business and building your own personal wealth.- Ellen Cornelious from SJP Private Clients will discuss the key financial planning areas you as an Entrepreneur and Business owner should consider. Focusing on how you can utilise your business value to build your personal wealth and your options when you exit.
- Simon Prior at TC Group Lang Bennetts will detail the key tax considerations for business owners and how these have changed over recent years.
- Simon Martin from Technical Connections will focus on robust financial planning, the value of seeking professional advice and exploring specific planning ideas. Including how you protect yourself and your business.
Our expert speakers will discuss strategies including:- Helping to reduce your tax burden
- Profit extraction
- Utilising corporate cash
- Reducing risk
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