Pensions and Death – taxing questions answered

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Pensions and Death

New Online Course for 2022!

Tutor:  Adam Johnson

 

PENSIONS and DEATH – taxing questions answered

  • Looking at the tax treatment of Money Purchase and Defined Benefit Pensions for clients on death.
  • The advantages (and challenges) of pension spousal bypass trusts.
  • Planning points for the estate planner to consider.

 

Dates:

Thursday, 10th March 2022 via Zoom

Timings:

09:00 to 12:30

CPD Hours = 3.5

Costs:  £85 members (£100 non-members)

About

The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Contact Us

Email: [email protected]

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way
Lincoln
LN6 3LQ

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