Taxation of Offshore Pensions - Principles & Planning Opportunities

Taxation of Offshore Pensions - Principles & Planning Opportunities

Date to be confirmed

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

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Intermediate: Requires some prior subject knowledge
1.25 hours
Group bookings
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The taxation of UK registered pensions is confusing enough, as they occupy their own space in our taxation code, but for offshore pensions the position is even more confusing - some of them are taxed in broadly the same way as registered pensions, whereas others are taxed in accordance with a hotch-potch of statutory provisions.

This live and interactive virtual course will seek to unravel some of the mysteries of offshore pensions, taxation principles and some common tips and traps.

Please note that this session will not cover UK registered pensions.

What You Will Learn

This live and interactive session will cover the following:

  • Brief background and rationale for each of the available pension schemes as follows:
    • Pre-A Day FURBS
    • EFRBS
    • Pre- A Day International Pensions Plans
    • Post - A Day International Pensions Plans
    • Section 615(3) Schemes
    • QROPS
    • QNUPS
  • Taxation principles
  • Common tips and traps
  • What to do if faced with one in an advisory capacity

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.