Free

Chase de Vere, Pension Presentation

Event Information

Share this event

Date and Time

Location

Location

Whitehaven Room, 1st Floor, Dorothy Pattison Hospital

Alumwell Close

Walsall

WS2 9XH

United Kingdom

View Map

Event description
Presentation discussing 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.

The dates, venues and timings of the events are listed below

Date: 09/09/2019

Venue: Whitehaven Room, 1st Floor, Dorothy Pattison Hospital, Walsall

5:00pm – Arrival and registration

5.30pm – 6.30pm – Presentation

6.30pm – 7pm Questions and close

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

- what’s changed and how to work out if you are affected

- the options available to those who breach the allowance, and different ways to manage your pension funding in the future

- how you could minimise and potentially avoid the annual allowance tax charge altogether

- 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.

Share with friends

Date and Time

Location

Whitehaven Room, 1st Floor, Dorothy Pattison Hospital

Alumwell Close

Walsall

WS2 9XH

United Kingdom

View Map

Save This Event

Event Saved