Financial Strategy and Planning Workshop
Don't miss this unique opportunity to refine your financial strategy and planning. Join us for half a day of knowledge-sharing, networking, and taking control of your financial future. We look forward to welcoming you to this impactful workshop as we navigate the world of financial strategy and planning.
Format of the day
You will have the opportunity to learn from our industry experts and participate in hands-on activities that will help you apply these concepts to real-world scenarios.
- Session 1: Financial Risk Management. Learn the art of identifying and mitigating financial risks that can impact your business. Discover the importance of shareholder agreements and protection in safeguarding your financial interests.
- Session 2: Tax Planning. Align your tax planning with your business goals to maximize profits. Get valuable tax tips and insights into capital allowances to optimize your tax strategy.
- Session 3: Profit Extraction. Explore the pros and cons of dividend versus salary in profit extraction. Understand how to tailor profit extraction to your personal circumstances for financial success.
Plus a guest speaker from Forrester Boyd Wealth Management will be discussing pensions, business investments and protection and much more.
This session is aimed at:
- Business Owners
- Financial Directors
Key takeaways for participants:
You will leave with a deeper understanding of:
- How to manage financial risks effectively
- Create tax strategies that align with your business objectives
- Optimise profit extraction methods based on your unique situations.
Who is delivering the workshop?
Expert and Partner Paul Tofton will be joined by a financial adviser from Forrester Boyd Wealth Management.
Book Now and take the next steps to mastering your business financial management. Connect with fellow attendees, speakers, and industry professionals during our networking sessions. This is a fantastic opportunity to expand your professional network and learn from others' experiences.
This event is only open to Northern Lincolnshire businesses
This UKSPF funded Workshop is part of a series of workshops and webinars brought to you by North Lincolnshire Council at no cost to you!