Pensions and Death – taxing questions answered

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:

Tuesday, 29^th March 2022 via Zoom – FULLY BOOKED

Wednesday, 8th June 2022 via Zoom – FULLY BOOKED

Tuesday, 6th September via Zoom – FULLY BOOKED

Timings:

09:00 to 12:30

CPD Hours = 3.5

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