£33 – £55

STEP Beds, Bucks & Herts Seminar

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Location

The County Club

29 Ridgmont Road

St Albans

AL1 3AG

United Kingdom

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

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Our guest speaker at this event will be Bob Trunchion of MacIntyre Hudson Advisory Services. Bob is a lively and entertaining speaker whose subject will be:

Pensions & Tax Planning The World Turned Upside Down….

The seminar will cover:

  • Contributions quantum and pitfalls Lifetime limits, Annual Allowances, Employer contributions a quick reminder
  • Operation of the scheme including what happens on retirement
  • Benefits including taxation problems
  • Planning advice not just registered pension schemes:-
    • o What else can you save into that could be tax efficient? What about Cash rich companies…. How is ER and BPR developing alongside pensions
    • o Why spend your pension when you could spend your ISAs?
    • o LISA v Pension?
    • o Capital Tax planning in the light of the changes is it more counter intuitive than you think?


Examples will be used to illustrate the rules and how they work in practice and the planning opportunities that ensue. In view of the number of changes above, the course will not be dealing with offshore pensions such as QROPs nor will it deal with Auto Enrolment.

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Date and Time

Location

The County Club

29 Ridgmont Road

St Albans

AL1 3AG

United Kingdom

View Map

Refund Policy

Refunds up to 1 day before event

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