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BMA Local Event SW- Chase de Vere- NHS Pensions Taxation Update for Middle...

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Bristol Royal Infirmary

Education Centre

Marlborough Street

Bristol

BS2 8HW

United Kingdom

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Seminar: Pensions Taxation Update for Consultants, SAS Doctors and GPs


The full gravity of the government’s recent change to the annual pension savings allowance may soon hit home for many doctors.

In early October, those who have paid more into their pension(s) than the allowance permits may well have received unwelcome news from the NHS Pension Agency, confirming they have a tax liability.

Take care.

No word from the NHS Agency does not mean no tax issue.

The Agency only knows about your NHS earnings and not your private earnings, from private practice or from investments or rental property say. Now that the annual allowance is tapered based on your total taxable earnings, you may well have a problem.

The onus is on you to find out.

We can help.

Join us from 17.30 (refreshments) 18.00-19.30 on Thursday 25th January 2018

UHBristol Education Centre (BRI) – Lecture Theatre 2

Agenda


Over sixty minutes we will explain what has changed and how to work out if you are affected. We will talk over the options available to those who breach the allowance; and show you different ways to manage your pension contributions in the future.

We will look at how you could minimise and potentially avoid the annual allowance tax charge altogether. There will also be a consideration of another pensions taxation aspect - the lifetime allowance. We will review what this is, what this means for you and what can be done to mitigate its impact.

You’ll also be able to ask the presenters any questions that you have on these important topics.

Date: Thursday 25th January 2018

Venue: Lecture Theatre 2, United Hospital Bristol, Education Centre, Bristol BS2 8HW

Timings: 17.30 Welcome and refreshments;

18.00 to 19.15 presentation & questions to follow

Your hosts

Chase de Vere Independent Financial Advisers

The only independent financial advisers endorsed by the British Medical Association. Chase de Vere has a team of specialist advisers, dedicated to working with medical professionals, and has helped more than 12,000 doctors to achieve their financial goals.

The conference is free to attend and you are very welcome to bring a guest. Places are limited and we expect demand to be high so register your attendance now to avoid disappointment.

The Financial Conduct Authority does not regulate tax advice

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Date and Time

Location

Bristol Royal Infirmary

Education Centre

Marlborough Street

Bristol

BS2 8HW

United Kingdom

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