TaxNov 14 2024

How advisers can help entrepreneurs prioritise wealth planning

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • Explain the benefits of documents such as shareholder agreements to protect clients’ business interests
  • Identify potential tax reliefs such as business relief and on pension contributions
  • Describe how to manage assets abroad
  • Explain the benefits of documents such as shareholder agreements to protect clients’ business interests
  • Identify potential tax reliefs such as business relief and on pension contributions
  • Describe how to manage assets abroad
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CPD
Approx.30min
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CPD
Approx.30min
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CPD
Approx.30min
How advisers can help entrepreneurs prioritise wealth planning
© (wirestock/Envato Elements)Personal wealth planning tends to drop down the list of priorities for entrepreneurs, this is where advisers can step in and highlight the importance of a good strategy.

Every entrepreneur, when they are just starting out, hopes their business will be a success. Few plan for when it actually is. 

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CPD
Approx.30min
CPD questions are available on the last page of this article

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Inheritance tax
Pensions
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