CIMA Event – Pensions update and advice

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Good pension advice is worth its weight in gold. This event will give an overview of recent pension changes and explain what you need to know to help with pension planning.

The event will look at:

  • What do the changes mean for you?
  • What has changed in practice?
  • How income drawdown pension death benefits are taxed.
  • Is it possible to protect pension funds approaching the LTA or those already above this figure?
  • What are the new tax charges if you die before your 75th birthday compared to death after 75?
  • Can pension savings be used to fund long term care costs?
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Institute

CIMA