Obiter Wealth Management
Katie is a Chartered Independent Financial Planner who works with both individuals and companies to create their ideal financial future. For her individual clients she creates cashflows, tax strategies and investment portfolios that match their appetite for risk and financial objectives. For companies she provides advice on legislation matters such as auto-enrolment, protection plans for key employees and shareholders and detailed plans for business owners who are looking to extract profits tax efficiently or exit for retirement.
Katie is also an associate member of resolution, specialising in financial planning for individuals who are going through the divorce process or separation.
Growing Your Business Through Protecting Your Assets
Your employees are often your most valuable asset, this session will cover ways of protecting your employees and shareholders, group benefits you can offer staff and fulfilling your obligation to provide a workplace pension. It will also discuss investing cash on your balance sheet and how to extract profits from your business in the most tax efficient way, ready for retirement.