Categories
Pensions and Death
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 2024:
12th September
Timings:
09:00 to 12:30
CPD Hours = 3.5
Costs: £85 members (£100 non-members)
Feedback:
Adam presents this course in a clear and understanding way (as he always does to be honest). He covered all of my queries without going into too much financial detail but gave just enough so we had a clear understanding so we could move forward. I think this course has got to be one of the most useful I have been on for a long time – thanks Adam – JM