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PENSIONS AND TAX PLANNING – THE WORLD TURNED UPSIDE DOWN

From September 17, 2019 13:30 until September 17, 2019 16:30

TIMING

Registration Course starts CoffeeCourse ends
13:00 13:30 15:00 16:30

COURSE FEE

 £105+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £58.33+VAT per place).

COURSE CODE

SE17B9

SPEAKER

Bob Trunchion 

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

  1.  Contributions – quantum and pitfalls – Lifetime limits, Annual Allowances, Employer contributions – a quick reminder
  2.  Will the Government want further changes and when?
  3.  Operation of the scheme including what happens on retirement
  4.  Benefits including taxation problems
  5.  Planning advice – not just registered 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?


Examples will be used to illustrate the rules and how they work in practice and the planning opportunities that ensue. The course will not be dealing with offshore pensions such as QROPs nor will it deal with Auto Enrolment.

VENUE

Croydon Park Hotel

Please note that due to the closure of the Fairfield Halls car park delegates coming by car should allow time for alternative parking.

DISTRICT

Croydon

 

 

 


Find out about the SESCA Flexiticket

The more you buy the cheaper they get

The Flexiticket offers one of the best value for money CPD discount schemes. Tickets are totally transferable and may be used by any number of individuals from different organisations, allowing smaller groups and sole practitioners and members in business to club together. Tickets are valid for up to 13 months, as they expire 12 months from the last day of the month in which they are paid for.

 

Find out more

Flexiticket