We are thrilled to invite our professional connections to highly informative pension/estate planning seminar that will focus on the essential planning needed for clients with valuable pension assets, as they approach the ‘decumulation phase’ of their life.
|Wednesday 6th November 11.00am – 2.00pm|
RAC Woodcote Park, Epsom, KT18 7EW
|Wednesday 13th November 11.00am – 2.00pm|
RAC Pall Mall, London, SW1Y 5HS
Content and Speakers
As clients transition to working less, we will show how they can organise their pension affairs, before it is too late, in order to legitimately protect this source of wealth from unnecessary shrinkage and where appropriate pass it on tax efficiently.
Our expert Pension Directors, Julie Sebastianelli and Martin Tilley will lead the sessions. Subject to any political change (!!) we will be looking at:
- The 2019 Income Tax bombshell – The Annual Allowance
- Effective management of the Lifetime Allowance
- Being Income Tax efficient with pensions
- Defined Benefit transfers – are they worth considering?
- Using pension scheme nominations effectively alongside other estate planning
- Using pensions within family owned businesses to pass on wealth
We will serve a light lunch at 1.00pm and with political turmoil at centre stage our Head of Investment Management, Charlotte Aspinall and Investment Research Manager, Max Newman will talk about our current investment views whilst you are eating. The event will finish no later than 2.00pm.
Through this event we hope to add to your knowledge so that you are better informed about the opportunities, pitfalls and the importance to your clients of skilful planning in advance that will maximise wealth protection and distribution in respect of their pensions.