16th May 2022
Planning landscape (89 minutes)
89 minutes CPD
2022 sees changes to dividend taxation, National Insurance and Corporation Tax changes starting to be felt by companies and their owners. With these changes and the current economic climate Les Cameron, Head of Technical at M&G Wealth, spoke about the impact on three key areas of financial planning, namely company investments, profit extraction and intergenerational wealth planning.
We also heard from guest speaker, Sarah Hogan, Director and CEO at KBA Financial on the practical application of these opportunities, and how to identify and approach clients to create effective customer outcomes. And time was included for an interactive Q&A session of up to 30mins.
Learning Outcome – to demonstrate an understanding of:
Describing the impact of recent tax changes and the current economic climate advice on:
- Company investments
- Profit extraction
- Intergenerational wealth planning