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EVENT DETAILS  
COURSE TITLE

PENSIONS AND TAX PLANNING – THE WORLD TURNED UPSIDE DOWN

DATE Wednesday 1 November 2017
VENUE Denbies Wine Estate, Dorking
SPEAKER Bob Trunchion
COURSE CODE NO01B7
COURSE FEE

£99+VAT. (Click here for information on the Flexiticket discount scheme - fees as low as £45.60+VAT per place)

TIMING
Registration Course starts Coffee Course ends
13:00 13:30 15:00 16:30
OBJECTIVES

With people living to a much greater age, the Government, to try to encourage people to save for the future, changed the pensions’ regime dramatically in 2006. Unfortunately, this simplified regime became increasingly complicated as layers of anti avoidance measures were introduced in subsequent Finance Acts and Bills putting people off even more from saving for their future. However, in an effort to make saving for a pension more attractive again, the Government decided in the 2014 Budget to look at how funds can be utilised more flexibly in one’s old age rather than just funding an annuity. These changes have dramatically redressed the balance! The system remains horrendously complex but the rules present many opportunities. The course will look at the whole world of pensions to see how they impact upon the advice clients need especially in the area of retirement and estate planning. It is not a financial services course and will not be dealing with products etc.

WHO SHOULD ATTEND?

Partners and staff involved in the provision of advice to clients.

TOPICS
  • Contributions – quantum and pitfalls – Lifetime limits, Annual Allowances, Employer contributions – a quick reminder
  • Operation of the scheme including what happens on retirement
  • Benefits including taxation problems
  • Planning advice – not just register pension schemes:-
    • What else can you save into that could be tax efficient? What about Cash rich companies, Transactions in Securities etc….
    • Why spend your pension when you could spend your ISAs?
    • Capital Tax planning in the light of the changes – is it more counter intuitive than you think?
   

 

Click here for booking form (pdf)

 

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