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The business owner – planning for a catastrophe
- Financial Advice
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Visit
- 23.05.24
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This webinar discusses the rise in business owners and the implications for financial planning. Cashflow modelling can be a powerful tool within our financial planning conversations, but are there opportunities that we’re missing? In the first part of the presentation, Royal London's experts look at three questions to ask a client during a cash flow modelling exercise. They then consider pensions and the implication of the annual allowance.