50 FINANCIAL PLANNING IDEAS - EASTLEIGH

Aim

50 Financial Planning ideas" This will save you money and tax!

"An Independent Financial Adviser free for 3 hours!

Interactive discussion covering an abundance of financial planning tips to improve the financial position of your business and personal financial affairs.

Objectives

Effective business structures
Tax efficient Profit extraction
Retirement and exit planning
Entrepreneurs relief and how it works
Pension Auto enrolment and employer responsibilities, what are the rules?
Personal planning areas paid for by the business
Business and personal investing
Borrowing and peer to peer finance
Key person / director share purchase arrangements
Estate planning, wills and business property relief.
Latest budget update

Learning outcomes

Better financial management in your business and personal life

Course overview

Ken has been providing both business and personal financial planning advice for over 30 years and will impart important financial information that will enable you to have the knowledge to improve the business financial position. Ken is a highly recommended speaker who delivers in an informative, interactive and enlightening way.

Who should attend

Everyone who runs a business.

Structure

Half day

09.30 – 13.00 (Lunch at 12.30)

Trainer

Ken Bannister

Testimonial

Ken Bannister has undertaken a number of training courses on financial matters for Southern Entrepreneurs over the past few years. He has always been professional in his delivery and the pace and content of the courses have always been excellent. The delegates who attended his courses have been extremely complementary and have been keen to tell me how they will be putting the skills they have learnt into practice. Ken has a way of making a very complicated subject easy to understand and interesting. His courses are always popular and always over subscribed.

There is a large amount of relevant information covered and he allows adequate time set aside to enable people to ask questions. The training provided is excellent with Ken going the extra mile to ensure a smooth running event with relaxed and happy participants. I cannot complement him highly enough.

Ken has always been more than happy to speak with businesses or individuals with finance concerns. His non pressure approach has been appreciated by those he has advised. This has enabled them to make informed decisions about their financial future.