Make sure you have your business will in place

Over the last few months, WLM has held a lot of Annual General Meeting (AGM’s) with our business clients. The purpose of the AGM is to get the client, WLM accountant and financial planner in the same room to review business cashflow and profitability for the last 12 months, forecast cashflow for the next 12 months and see how the business owner can look to transfer retained profits out of the business into their personal name in a tax effective manner. Having your Accountant and Financial Planner in the same room, discussing your business and personal needs is part of our ‘Wealth Oneness’ approach!