Protection, profits and pensions: financial planning for SME owners and their clients

Protection, profits and pensions: financial planning for SME owners and their clients

No Charge
Available
London
Personal Financial Planning
Jul
17
Thu
09:00
-
PM
12:00BST
Schedule Type Title: Weekdays
Schedule Description: A half day, hybrid workshop (in-person and online) delivered by wealth planning experts M&G to help SME owners protect and accumulate personal wealth.
Sessions: 1
Session Hours: 3.00
CPD hours: 2.5 hours

Description

A half day, hybrid workshop (in-person and online) delivered by wealth planning experts M&G to help SME owners protect and accumulate personal wealth.

Please choose from the dates below to view more details.
Date and time Location
17/07/2025
In-person: 09:00 - 12:00 BST
Online: 09:30 - 12:00 BST		 Chartered Accountants' Hall
Online - zoom

Event information

Spend a morning with colleagues for a dynamic workshop from M&G Wealth, designed to help SME owners and clients protect and build wealth in uncertain times.

This half-day interactive event blends technical insight with practical application to help navigate the full spectrum of financial planning—from efficient profit extraction, business insurances, pensions and personal investments. Whether you're advising SME owners, managing your own business, or both, you'll gain practical insights to help create and implement an efficient and resilient personalised plan.

You can attend either in-person at Chartered Accountants' Hall or online via Zoom - use the dropdown at the top of the page to book in which way you wish. 

Why attend?

  • Learn from sector experts on tax efficient profit extraction, protection insurances, pensions and personal wealth management.
  • Explore real-world case study examples to illustrate how to create an efficient and resilient plan.
  • Understand how to structure investments to weather market turbulence and deliver smoother returns.
  • Discover how collaboration across professions can deliver value-added outcomes for SME owners.
  • Earn up to 2.5 hours of verifiable CPD while networking with peers in a focused, professional setting.
  • Attending in person gives you direct access to industry specialists and the chance to get tailored advice.

With sessions led by wealth planning experts this workshop offers technical knowledge and practical tools to help you and your clients thrive in challenging times.

In-person spaces are limited, so secure your seat today and be part of a conversation that’s shaping the future of SME financial planning. 

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this event could contribute up to 2.5 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.

In partnership with

 

 

M&G plc is an international savings and investments business, managing money for around 5 million retail customers and more than 800 institutional clients in 26 markets. As at 30 June 2024, we had £346.1 billion of assets under management and administration. Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 170 years, M&G plc has a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. We serve our savings and insurance customers under the Prudential brand in the UK and Europe, and under the M&G Investments brand for asset management clients globally.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

ICAEW's terms and conditions for events

Programme

Please note that the programme is subject to change.

Time Session
09:00 Registration and refreshments
09:30 Welcome and introductions
John Gaskell, Head of Personal Financial Planning, ICAEW (Chair)
09:35 Business and personal protection insurances
Explore essential insurance solutions to safeguard your business and personal assets. This session will cover shareholder protection, key person cover, and relevant life policies, with practical advice on implementation.
10:05 Tax efficient strategies for extracting profits
Evaluate tax efficient options for extracting profits from your business: salary vs dividends; pension contributions; and other strategies that can benefit owner-managers.
10:35 Refreshment break
10:55 Smart pension planning for SME owners
Insights into pension strategies tailored for small business owners. Understand how to maximise pension contributions; use pensions as a business planning tool; and shelter wealth for a secure retirement.
11:25 Interactive Q&A discussion
An open forum where delegates can ask questions, share experiences, and dive deeper into topics covered earlier. This is an opportunity to engage directly with our expert speakers in an interactive forum.
11:55 Closing remarks
John Gaskell, Head of Personal Financial Planning, ICAEW (Chair)

 

About the speakers

John Donnelly, Chartered Financial Planner, M&G Wealth
John is a Chartered Financial Planner and the founder of Donnelly Financial Advice, part of the independent arm of M&G Wealth. With a career in Employee Benefits initially and then latterly financial planning, John has built a career focused on helping individuals and businesses navigate their financial futures. His journey led him to establish his own financial planning practice, where he now offers expert guidance on a wide range of financial planning needs. John is highly experienced in protection planning for individuals and businesses, pension planning, investment planning, trusts and estate planning, and inheritance tax strategies.

Paul McGregor, Financial Advisor, M&G 
Paul is a Chartered Financial Planner who lives in the Lake District and is a Fellow of the Personal Finance Society. He is the Managing Director of Pursuit Financial Planning, M&G Firm of the year and a Top-Rated Firm with VouchedFor. Paul uses Financial Planning to help clients get and keep the life they want. This is done using cashflow modelling to show clients where they are heading financially. Then, providing any financial advice necessary to achieve this, leveraging M&G’s expertise.
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