A breakfast briefing exploring the economic landscape and the opportunities available to help businesses grow, invest & plan confidently.

Join us for an insightful breakfast briefing exploring the economic landscape and the opportunities available to help businesses grow, invest and plan confidently for the future.

Whether you're looking to understand the economic outlook, maximise tax efficiencies, explore innovative funding options or strengthen your personal financial position, this session will provide practical advice from a panel of experienced specialists.

You'll hear expert perspectives on using pensions as a tool for business investment, making the most of R&D tax credits, managing personal wealth and retirement planning, and understanding the wider economic factors influencing business performance.

Speaker Overview

Karl Lejman, Handelsbanken

Karl will provide an economic update, exploring current market conditions, key trends and the factors shaping the business environment. He'll discuss what the latest economic developments could mean for businesses and how organisations can respond to changing conditions.

Neil Munday, King Street Aparthotel

Neil will explain how King Street Aparthotel have utilised a Small Self-Administered Scheme (SSAS) pension to invest in their business, helping to unlock growth opportunities while building long-term value. Learn how pension funds can become a strategic asset, supporting both business development and future income generation.

Tracie Lovie, Diversity Energy Solutions

Tracie will discuss Research and Development (R&D) Tax Credits and how businesses can benefit from innovation-focused tax relief. Find out how claiming eligible tax credits can help reduce corporation tax liabilities while freeing up resources to reinvest in business growth.

Julie Hanon, Financial Adviser

Julie will share practical advice on personal financial planning, including pensions, wealth management and preparing for the future. She'll also explore considerations around creating and protecting wealth, including planning ahead for the eventual sale of a business and making the most of the assets you've worked hard to build.

Key Takeaways

Understand the latest economic trends and their impact on businesses

Learn how pensions can support business investment and growth

Gain practical personal finance and wealth planning insights

Discover how R&D tax credits could benefit your business

Explore ways to improve financial resilience and future planning

Network with fellow business owners and professionals from across the region

Description supplied by the event organiser.