2nd October 2024

TIMING

COURSE CODE

OC02A4

SPEAKER

Martyn Ingles

OBJECTIVES

With people living to a much greater age, various governments, to try to encourage people to save for the future, changed the pensions’ regime dramatically over the years. Despite the changes in the 2023 Budget the system remains horrendously complex, but the rules present many opportunities. The course will look at the world of pensions to see how they impact upon clients especially in the area of retirement and estate planning. It is not a financial services course and will not be dealing with products from a financial services aspect.

WHO SHOULD ATTEND?

Partners and staff involved in the provision of advice to clients particularly in the area of estate planning and related items.

TOPICS

•  Contributions  –  the ever changing limits!  –  Lifetime Allowances, Annual Allowances, Employer contributions
•  The Finance (No.2) Act 2023 changes to pensions
•  Tax charges if the limits are exceeded, including “scheme pays” election
•  Don’t overlook the State Pension– review missing years
•  Planning advice
  • Why spend your pension when you could spend your ISAs?
  • Third party contributions
  • Pensions as a part of estate planning
  • My business is my pension scheme – CGT BAD relief on sale

VENUE

This course will be available live online. You will be emailed the link to join two days before the course date.

DISTRICT

All

COURSE FEE

 £100+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £60.00+VAT per place).