Rathbones investment management budget roundtable

Agenda

Join us for an exclusive seminar where we’ll cover the following critical topics from the budget, along with a stock market update, specifically tailored to business owners like you.
 

How the UK budget affects your personal tax liabilities 

• Discover strategic tax planning techniques to maximise your income, minimise your tax burdens, and take advantage of available reliefs.

Inheritance tax and succession planning for business owners 

• Create a solid plan to pass on your business and personal wealth to the next generation, ensuring a smooth and tax-efficient transition.

Building a tax-efficient financial strategy for the future 

• How to adjust your personal financial plans to reflect the new budget changes and ensure long-term wealth growth.
• Smart strategies for retirement planning, savings, and investment to protect your personal assets.

Q&A 

Question and answer session guided by the speakers from Rathbones Investment Management and Muckle LLP.

Insights 

• Gain clarity on how the latest budget will directly impact your personal finances and business wealth.
• Learn effective strategies for tax planning, wealth management, and protecting your legacy.
• Network with fellow local business owners and financial professionals to share insights and ideas.

To book your place [email protected]