TIMING

COURSE FEE

 £110+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £61.67+VAT per place).

COURSE CODE

AP28A1

SPEAKER

Bob Trunchion 

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. 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 but will be looking at how the latest available products can assist the tax planner!

It will look at Pensions reform in the light of the 2020 Budget for the “post covid” era.

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

1.  Contributions – quantum and pitfalls – Lifetime limits, Annual Allowances, Employer contributions – a quick reminder
2.  Operation of the scheme including what happens on retirement
3.  Benefits including taxation problems
4.  Planning advice – not just registered pension schemes:-

                         - How is ER and BPR developing alongside pensions

                            -Why spend your pension when you could spend your ISAs?

                            - Third party contributions

                            -Capital Tax planning in the light of the changes – is it more counter intuitive than you think?

In view of the huge amount of material covered in the above points, the course will not be dealing with QROPs nor will it deal with Auto Enrolment.

VENUE

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

DISTRICT

South East