- Describe retirement planning considerations for business owners
- Evaluate the tax treatment of company withdrawals
- Identify the practicalities and wider tax considerations when advising on corporate investments
- Understand the tax and accounting treatment of companies who make investments in bonds and OEICs.
SMEs talking technically about planning for SMEs
About the Event
In this Techy Thursday session, two of our Subject Matter Experts (SMEs) will talk about planning opportunities with Limited Company SMEs (Small / Medium Enterprises). Mark Devlin and Barrie Dawson will look at two main areas: extracting profits in the most tax efficient manner and companies investing surplus cash.
CPD
The event qualifies for up to 90 minutes of Structured CPD accredited by CII. By the end of the session you will be able to:
OUR SPEAKERS
Mark Devlin
Senior Technical Manager, M&G
Mark has worked in the industry since 1998. He has held a variety of roles in financial planning telephony queries, mortgage packaging, sales support, para planner, IFA and Business Assurance assessor and manager. 
Barrie Dawson
Senior Technical Manager, M&G
Barrie joined in 1997 and held roles in new business and Customer Relations before moving to the technical team in 2008 where he specialised in tax and trust planning. In 2013 he moved to Prudential Financial Planning.  Barrie re-joined the technical team in 2015 and now specialises in tax, trust and pension planning.
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054.
Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019.
Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.