SIPP and SSAS – helping businesses survive this turbulent time.
Posted on 16/04/2023 by David Fox
In this webinar, Stephen McPhillips, Technical Sales Director, provided participants with some insights into the innovative ways in which advisers can help clients to navigate through the uncharted waters of the COVID-19 crisis.
Through a series of case studies, he explored possible routes to provide much needed cash flow for small businesses, whilst at the same time dealing with factors such as gated / suspended funds and depressed fund values and their impacts on financial planning.