Pensions and Tax Refresher Workshop

Workshop objectives

• Pensions
  • Explain updates to pension legislation for 2024/25
  • Apply AA and tax relief limits to client situations
  • Explain lump sum options and death benefits from various pension schemes

• Tax Planning
  
  • Apply income tax limits and allowances to client situations including solutions for clients affected by the Adjusted Net Income trap
  • Carry out CGT calculations and apply reliefs and exemptions to client situation
  • Explain the 13 steps for IHT calculations and apply to a case study

Agenda

• Introduction – update to some of the legislation changes to pension for 2024/25
• Overview of four Annual Allowance situations and tax relief limitations
• Case study to apply the limits and identify planning options
• Overview of death benefits – money purchase and defined benefit schemes
• Case study to apply rules and identify planning options
• Overview of main income tax calculation process and reliefs and allowances 2024/25
• Case study to apply rules and identify planning opportunities
• Discuss CGT calculation process and reliefs and exemptions
• Case study to apply rules and identify planning opportunities
• You are the Executor of a deceased’s estate – calculate the IHT liability
• Discuss planning options for clients concerned about IHT

Workshop format

This workshop is delivered face to face, over a full day at the CII Offices at 20 Fenchurch Street, London, on the 2 July 2024, at 09.30-16.45 (UK)

The session will be highly interactive with the use of:

• Slides/Flipcharts
• Case studies
• Mini quizzes/exercises to refresh knowledge
• Client-related examples

Trainer

Steve Davis FPFS, Chartered Financial Planner and experienced financial services trainer

Certificate

At the end of this workshop, you will receive a certificate of attendance from the Chartered Insurance Institute.

Price

• Members: £199
• Non-members: £259

How to book

To register for this workshop, please complete the below form: 

For enquiries about this course, please email to: business.enquiries@cii.co.uk

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Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

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