Flint Bishop

Free event to explain how to use economy to protect assets

Pictured above: Charlotte Prow, MD of The Wilson Organisation, which is hosting its first Knowledge Network event next week

 

Investment, tax and income protection specialists will look at the latest thinking on how family businesses can achieve the best in financial planning and investment strategies at the first in a new programme of events in Nottingham, hosted by The Wilson Organisation.

The first 'Knowledge Network' on Thursday 26th May from 12 noon at The Carriage Hall, Plumtree, brings together investment solutions specialists Thomas Miller Investments, Granite Tax and Unum to provide an insightful and timely economic overview and explanation as to how economic considerations should and could drive investments.

"This new programme of informative lunchtime seminars is designed to keep family business leaders and owners bang up to date with the key issues affecting them and their business," explains MD of Wilsons Charlotte Prow.

"With the investment climate continually changing and investment decisions in this climate in the least, challenging, we have drawn together a panel of experts to focus on the latest thinking on asset protection."

Investment Strategist with Thomas Miller Invesment, Abi Oladimeji, a portfolio manager for numerous institutional clients, macro-economic analyst and asset allocation researcher, will explain why family businesses should look to the current economic considerations and climate to drive their investment decisions for future sustainability.

Principal of Granite Tax, James Bland, will look at tax planning solutions that utilise the unique corporate structure of the family business, and reliefs contained in tax legislation to ensure effective tax planning strategy that keeps wealth within the business and family.

Glenn Thompson of Unum, one of the UK's leading financial protection insurers, will explain how to protect the family business and employees, whilst balancing the moral obligation and paternalistic mindset towards staff, against the cost implications of employee benefits.

"All three companies involved in this first Knowledge Network Lunch are businesses we have worked alongside for many years," adds Charlotte, "and know that each has an excellent understanding of the operational considerations that are in many ways particular to a family run or owned business. This free event will provide an excellent forum for lunchtime learning that is a valuable use of that most precious commodity, time, by providing some practical and highly relevant guidance on how to protect a business' assets, and the opportunity to network with other family businesses."

For more information and to book a place, contact Ped Briggs, the Wilsons Organisation, Tel: 0115 9420 0111, email pbriggs@wilorg.com, or visit: www.wilorg.com

Nottingham-based The Wilson Organisation is a leading insurance broker and financial advisor, and provides bespoke, professional advice to national and regional businesses and individuals. The firm underwrites The Midlands Family Business Awards, the not for profit initiative that is now in its second year. For more information, visit: www.familybusinessawards.co.uk. 

 

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Article published by Midlands Business News on 18 May, 2011

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Articles submitted by The Wilson Organisation:



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  • Perween Warsi latest confirmed judge of Family Awards - click to read
  • Awards launch new category for rural family businesses - click to read
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  • Curtain rises on Family Business Awards 2011 - click to read
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  • First Family Business Awards raise £7,000 for charity - click to read
  • Forum raises curtain on Midlands’ first-ever Family Business of the Year - click to read
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  • West Midlands businesses take top honours in Family Awards - click to read
  • Top Midlands’ family businesses face Question Time Forum - click to read
  • Fifty Midlands businesses in final stage of Family Awards - click to read
  • Busy family businesses in the Midlands given more time to enter Awards - click to read
  • Nottingham based Wilsons in new partnership with UK’s technology association - click to read
  • ‘Family affair’ fundraiser in Leicestershire makes nearly £1000 for charity - click to read
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