Categories
Pensions and DeathNew 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, 29th March 2022 via Zoom – FULLY BOOKED
Wednesday, 8th June 2022 via Zoom – FULLY BOOKED
Tuesday, 6th September via Zoom
Timings:
09:00 to 12:30
CPD Hours = 3.5
Costs: £85 members (£100 non-members)