Pensions and Tax Refresher Workshop
15 October 2025, 09:30-16:30 (UK)
Face to Face Training Workshop
One full-day
15 October 2025 - 09.30-16.30 (UK)
This full day face to face workshop will sharpen up your knowledge of personal tax and pensions, utilising a range of visual aids, interactive exercises and support materials to help you deal with advice opportunities.
The workshop will aim to:
- Refresh the knowledge and application skills as a Financial Adviser/Paraplanner (level 6)
- Fulfil a client-focused structured CPD session of 6 hours
Public course booking form
Members: £199pp
Non-members: £259pp
To book this workshop for yourself or up to 7 Delegates, please complete the below form:
Corporate (In-house) training
To book this workshop for your company as a corporate, in-house training session for between 8-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:
Summary
Date: 15 October 2025
Timings: 09:30 - 16:30 (UK)
Duration: Full-day
No of attendees: 12-16
Format: Face-to-Face, CII Offices
CPD: Recognised
Trainer: Steve Davies
Price: £199 Member / £259 Non-Members
Workshop Overview
This workshop will cover:
- 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
Workshop Objectives
The session will be highly interactive with the use of:
- Slides/Flipcharts
- Case studies
- Mini quizzes/exercises to refresh knowledge
- Client-related examples
Covering:
-
- 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
Who should attend?
This workshop is designed for Financial Advisers and Paraplanners.
Corporate Solutions
We are able to offer this workshop specifically for your company as a In-House / Corporate training session for a set fee.
We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.
Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk
For enquiries about this workshop, please email to: business.enquiries@cii.co.uk
Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.
Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.
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