Webinar invitation: Creating a sustainable family business – a 2025 guide to financial planning
Running a family business can be incredibly rewarding, but it also comes with its challenges. It requires finding a careful balance between the personal aspirations of the team and the commercial needs of the business.
With that in mind, our team of family business experts is excited to invite you to the fourth webinar in our series, designed to help family businesses thrive in today’s evolving landscape. With 2025 ‘just around the corner’, our expert panel will guide you through the key financial planning steps and tailored strategies that will be crucial for the year ahead.
Key topics our panel will cover:
- Budget changes: The impact of the recent budget announcements and what they mean for family businesses.
- Family-focused planning: Strategies for addressing your family’s financial needs: short, mid and long-term.
- Risk management: Proven strategies that have stood the test of time to combat uncertainty in business.
Date: December 10, 2024
Time: 10:00-10:45am
Speaker Panel:
Silvia Vitiello, Head of Family Business Services, Moore Kingston Smith
Guy Sterling, Tax Partner, Moore Kingston Smith
Yvette Jacobs-Lee, Tax Partner, Moore Kingston Smith
Rob Edwards, Financial Planner, Moore Kingston Smith Financial Advisers
Location:
Online - Zoom