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Pensions Tax Roundup - All the Latest News

Pensions Tax Roundup - All the Latest News

Date to be confirmed

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

Future dates are coming soon. Please let us know if you wish to be notified.

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Level
Update: Requires no prior subject knowledge
CPD
3 hours
Group bookings
email us to discuss discounts for 5+ delegates

Introduction

This live broadcast session will cover the latest legal and tax developments in public and private sector pension schemes.

It is aimed at advisors and members of pension schemes.

What You Will Learn

This live and interactive session will cover the following:

  • Changes to the annual allowance and the impact on high earners
  • Changes to the lifetime allowance and the LTA tax charge
  • Impact of changes on 2012, 2014 or 2016 fixed protection
  • Changes to the Money Purchase Annual Allowance and who it affects
  • Automatic enrolment update - expansion, contributions and qualifying earnings
  • Uncrystallised pension funds and what they mean
  • Income drawdown updated
  • Pension recycling and tax penalties
  • Tax treatment of benefits on death - update

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.