Pensions and Death – taxing questions answered - Online via Zoom


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


09:00 to 12:30

CPD Hours = 3.5

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


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


Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way