Pensions as an Estate Planning Tool - Complexities, Rules & Traps to Avoid

Pensions as an Estate Planning Tool - Complexities, Rules & Traps to Avoid


28 Aug 2024

9:00 AM ‐ 10:15 AM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

All prices exclude VAT
Intermediate: Requires some prior subject knowledge
1.25 hours
Group bookings
email us to discuss discounts for 5+ delegates


Pensions are one of the most efficient estate planning tools, but they come with their own complexities, rules, and bear traps for the practitioner to navigate.

The recent changes to the Lifetime Allowance have, in some ways, simplified matters, but complicated matters in other ways - possibly leading to a revised approach.

This new virtual classroom seminar is suitable for those who advise private clients on estate planning matters, whether part of a legal or tax advice service.

What You Will Learn

This live and interactive course will cover the following:

  • Pension freedom - eight years on…
  • IHT exemption and pensions - when it applies - and more importantly, when it does not
  • Revisiting the position considering the changes to the Lifetime Allowance
  • It’s not all about the tax! - bear traps and practical considerations
  • Dealing with complex family circumstances
  • 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.