Visit the Prudential sponsor area

16th May 2022

My business is my pension. Really? (1 hour 33 mins)

1 hour 33 mins CPD

Should your business be your pension? How do you plan for your current and future needs? And what do national insurance, dividend tax and corporation tax changes mean for advice to your Small and Medium Sized Enterprise (SME) clients.

On this webinar Les Cameron, Head of Technical and Mark Devlin Senior Technical Manager from the M&G Wealth Technical Team had a look at retirement planning for the SME business owner.

After taking part in that session you should now be able to:

  • Describe the financial planning considerations when advising business owners on retirement planning
  • Evaluate the tax implications of salary, dividend and employer pension contributions
  • Describe the impact of the corporation tax changes on profit extraction

Watch now

Log CPD

You need to be logged in to see and add to your CPD Record

Related Articles_

Helping clients pass on wealth with confidence


With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read

Read More

Pensions and IHT - the final (ish) chapter


There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

Read More

Is there a missing asset class for retirees?


Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

Read More