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Chase de Vere Pension and Taxation Presentation

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Lecture Theatre - Sandford Education Centre

38 Keynsham Road

Cheltenham

GL53 7PX

United Kingdom

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Presentation regarding the recent changes to the NHS pension.

About this Event

Seminar: Pensions Taxation Update

The full gravity of the Government’s change to the annual pension savings allowance may recently have hit home for many doctors. Those who have accrued more into their pension(s) than the allowance permits may well have received news from the NHS Pension Agency, confirming they have a tax liability.

It’s important to know where you stand. Not everybody affected would have been contacted. The Agency only knows about your NHS earnings and not your private earnings, for example from private practice, investments or rental property. Now that the annual allowance is tapered based on your total taxable earnings, your situation may well have changed, and it is vital that you are well informed and understand the facts.

We have engaged the services of Chase de Vere Medical to help to make things clearer. Chase de Vere Medical will be delivering a series of educational and informative briefings, with clear explanations as to how the annual allowance is calculated with some specific and relevant examples.

For those concerned that they may be affected by the Lifetime Allowance, examples and mitigation tactics will also be explained. There will be the opportunity to ask questions following the event and to make an appointment with one of their specialist advisers, should you require personalised advice.

Over 60-minutes, Chase de Vere Medical will explain:

1) What’s changed and how to work out if you are affected2) The options available to those who breach the allowance, and different ways to manage your pension funding in the future3) How you could minimise and potentially avoid the annual allowance tax charge altogether4) The lifetime allowance, what it 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.

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Date and Time

Location

Lecture Theatre - Sandford Education Centre

38 Keynsham Road

Cheltenham

GL53 7PX

United Kingdom

View Map

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