Visit the Royal London sponsor area

16th May 2022

Pension business owner webinar (60 minutes)

60 minutes CPD

In this webinar, Clare Moffat and Fiona Hanrahan highlight the rise in business owners and discuss some of the implications in terms of the need for financial planning.

They also dig deeper into the limited company, the wholly and exclusively rule and how taxation of dividends work – and much more.

After watching this webinar, you'll have an understanding of:

  • The benefits of pensions for the business owner.
  • How to consider the business and the owner and the tax implications for each.
  • The retirement and death benefit options for the business owner.

Watch now

Log CPD

You need to be logged in to see and add to your CPD Record

Login Now

Related Articles_

Helping clients pass on wealth with confidence

With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read

Read More

Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

Read More

Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

Read More