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Pension and Taxation Seminar / St Helens and Knowsley Teaching Hospital

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Location

Location

St Helens and Knowsley Teaching Hospital

Lecture Theatre in the Education, Training & Conference Centre

Nightingale House, Warrington Road.

L35 5DR

United Kingdom

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Event description

Description

Seminar: Pensions Taxation Update


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

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, for example from private practice, investments or rental property. 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.

DATE AND LOCATION


Date: Tuesday 17th September 2019.

Location:

Lecture Theatre, Education, Training & Conference Centre St Helens and Knowsley Teaching Hospital, Nightingale House
Warrington Road
L35 5DR

AGENDA


5.00pm – 5.15pm – Arrival and Registration

5.15pm – 6.15pm – Financial Presentation

6.15pm – 6.30pm – Q&A

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 the calculation and help you understand whether your circumstances will allow you to make plans to reduce or avoid the tax charge in the future.

There will also be a consideration of another pension 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.

The Financial Conduct Authority does not regulate tax advice.

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.


REGISTRATION


The talk 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.

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Date and Time

Location

St Helens and Knowsley Teaching Hospital

Lecture Theatre in the Education, Training & Conference Centre

Nightingale House, Warrington Road.

L35 5DR

United Kingdom

View Map

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