Advising Business Owners – Powering Your Potential

Learn tax-efficient planning, pensions, protection & cash-flow strategies for future success.

Innovation Factory and Stephen Hadden from PFP Wealth Group are delighted to invite business owners, entrepreneurs and company directors to an informative session focused on helping you maximise opportunities, strengthen financial resilience and plan confidently for the future.

Whether you’re growing an established business or navigating new challenges, this event will provide practical insights into key areas of financial planning that can support both your business and personal goals.

What You’ll Learn – 

Tax efficiency

• Understanding how to structure income and withdrawals from the business in a tax-efficient way.
• Making the most of available tax allowances and reliefs.
• Considering how business and personal tax planning can work together.

Pension planning

• Using pensions as a tax-efficient way of building personal wealth.
• Exploring how business owners can make contributions through their company.
• Making sure retirement planning doesn’t rely solely on eventually selling the business.

Protection

• Protecting the business, yourself and your family if the unexpected happens.
• Considering key-person cover, shareholder/business protection and personal protection.
• Ensuring the business can continue operating if an important person is unable to work.

Cash-flow forecasting

• Using cash-flow forecasting to make better-informed business and personal financial decisions.

Who Should Attend?

This event is ideal for:

• Business owners
• Entrepreneurs
• Company directors
• Owner-managed businesses
• Individuals seeking to improve their financial planning and business resilience

Why Attend?

This session will provide practical guidance and expert insights to help you make informed decisions about your business finances, personal wealth, retirement planning and risk management.

Join us to gain valuable knowledge, connect with fellow business owners and discover strategies to help power your potential.

Reserve your place today.