Setting the scene
Informed Financial Planning are delighted to host a number of seminars for local professionals in 2026. Professionals in all capacities can attend these free sessions, which run every quarter and include guest speakers. The topics are chosen by you, for you.
Want to learn something new to share with your clients? Sign up via the link below to register your spot!
Date & Time
Thursday 5th March 2026 | 8:30 am – 10:00 am
Location
Informed Financial Planning, 8 Waterside Park, Hessle, HU13 0EG
Event Description
Business owners face some of the most complex financial planning decisions of any client group. Their personal finances are closely intertwined with their businesses, and decisions made today can have long-term implications for tax, succession, retirement and family wealth.
Join us for a breakfast sandwich at our next seminar; designed for professionals in the legal, finance and insurance sectors, you will gain a clearer understanding of how financial planning for business owners fits alongside legal and tax advice, for business owners. This session will cover practical strategies business owners can use while running their business to plan for the future, including key tax planning considerations prior to exit. We will also explore planning opportunities following a business sale and discuss recent tax and legislative changes impacting business owners.
Presented by Chartered Financial Planner, Josh Richardson, the session will focus on practical planning frameworks, common client challenges and areas where early collaboration and joint meetings can make a meaningful difference for clients.
This event is for professionals in the legal, financial and insurance sectors only.
Topics to be covered
- Strategies that business owners can use whilst running a business to help plan for their future
- Tax planning opportunities to consider prior to exit
- Planning opportunities for business owners post business sale
- Recent tax and legislation changes impacting business owners
Speaker Details
Josh Richardson MLaw (Hons) FPFS, Chartered Financial Planner and Managing Director, brings 11 years of financial expertise. Achieving Chartered status in 2018, he specialises in Retirement and Estate Planning and is passionate about the education of financial services.
Register Here:
Please note, this form allows booking for one space at a time. If more than one person wishes to attend, each individual must register separately.
