Understand Pensions and their benefits

There are lucrative benefits attached to pensions that many are not aware of, both in terms of tax efficiency, tax reliefs and inheritance tax planning. These benefits can be applied both personal and corporate level.

With upcoming changes in tax legislations, its even more important that these tax breaks are understood and taken advantage of.

Whether you are accumulating your retirement pot, or have reached the milestone in your life where you need to release the benefits from your pensions; advice is crucial at both stages.

Every individual circumstance is different and so are the goals and objectives.

Many individuals will move jobs during their lifetime or pension providers will change. Tidying up these schemes through consolidation provides more control and manageability.

Expand your knowledge, take advice and take back the control and live the retirement you desire.

Join this seminar to find out more on pensions and retirement planning

This webinar will cover :

1. Tax reliefs

2. Tax efficiency

3. Inter-generational planning

4. Asset Preservation Trust - why place pensions under this Trust

5. Pension Consolidation & Why?

6. Business owners setting up pensions through their company

7. Carry Forward Allowances

Questions you need to ask yourself:

1. Have I set up a pension?

2. Has my pension scheme ever been reviewed?

3. What are the underlying funds?

4. Who are the Fund Managers? Are they being closely monitored?

5. Do I understand my Pension Scheme(s)?

6. Am I losing control?

7. Will my pension generate sufficient income for my retirement years?

By attending this seminar you will gain knowledge on how to better prepare for a long retirement by putting a retirement game plan in force.

The individuals that will benefit the most from this event:

1. Self employed

2. Directors of own businesses

3. Business owners with balances sitting idle in business accounts

4. Individuals with monthly disposable income

5. Individuals with workplace auto-enrolment pension schemes

6. Individuals with multiple pension schemes which need tidying up for more manageability and control.

7. Individuals with existing pensions which may be outdated and/or held with several different providers.

The purpose of this event:

1. Create knowledge and understanding around pensions

2. Provide guidance

3. Offer a private 30 minute consultation free from any obligations

'Increase your knowledge - helping you to help yourselves.'

Agenda:

5:00pm - Registration

5:20pm - Introduction

5.30pm - Presentation

6:20pm - Q & A

6:30pm - End of the Presentation

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Financial prosperity is key to every household as it provides individuals with choice and the freedom to achieve their dreams, goals and aspirations.

With strategic and effective tax planning, you will help yourselves to achieve these goals sooner and with less effort.

Helping you ‘build, grow, protect and preserve your wealth.’

Hansa Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Taxation rules can change at any time and are dependent on individual circumstances.

This webinar is for educational purposes only. No content contained should be regarded as financial advice.

Trusts are not regulated by the Financial Conduct Authority.

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