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  • Free to IoD Members

IoD & Davy Event - Financial, Tax and Succession Planning for Business Owners

This event is currently closed for booking.

Brian Walsh

Brian Walsh, Director, Private Clients and Head of Tax

IoD & Davy Event - Financial, Tax and Succession Planning for Business Owners

28 September 2017 5:00pm

We are pleased to partner with Davy on a range of activity for SMEs including a three-part series of advice articles on personal financial planning practice for Owners/Directors of SMEs, along with a dedicated event for our SME members on 28th September 2017. The three articles are as follows:

1. Plan ahead to get your business working for you (not the other way around)

2.  Planning To Sell Your Business – What’s Your Strategy?

3.  5 Considerations for Transferring Assets to your Children

This dedicated event will further explore the areas highlighted above and will also touch upon the following points:

  • How to draw surplus cash reserves tax efficiently from a company
  • Business exit and key considerations
  • Investment management  

Places will be limited, so book early to avoid disappointment.

For all queries please email Beth O'Sullivan at eosullivan@iodireland.ie or phone 01 4110010.

CPD
IoD events may be eligible for CPD, including Chartered Director CPD, please check with your relevant professional body.

Brian Walsh

Brian Walsh

Director, Private Clients and Head of Tax

Davy

This event is being held in association with Davy.