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:
17th January
30th May
12th September
Timings:
09:00 to 12:30
CPD Hours = 3.5
Costs: £85 members (£100 non-members)