Senior executives have varied and complex financial planning requirements. In addition to accumulating significant financial assets in the form of pensions and share allocations, their career path can include stints as freelance consultants, independent business owners, or non-executive directors. This requires a highly specialised form of financial planning that pulls together pension advice, tax guidance, investment management and protection products.
In this webinar, we look at how senior executives can put focused and structured plans in place for:
- Tax optimisation.
- Pension consolidation and threshold management.
- Succession planning and inheritance.
- Diversification and share concentration.
- Managing diverse income streams.