Pensions Tax Roundup - Recent & Potential Developments

Introduction

Presented by expert speaker Richard Johnston, this new virtual classroom seminar will ensure you are up to speed with recent developments in the pensions world.

Consideration will be given to changes to the rules and allowances, and options for drawing from defined contribution and defined benefit pension schemes.

On completion of this session, you will be better placed to advise your clients in terms of the decisions they are making.

What You Will Learn

This live and interactive session will cover the following:

• Removal of the Lifetime Allowance - planning opportunities
• Removal of the Lifetime Allowance - practical considerations
• Calculating available Annual Allowance in 2024/25
• The possible return of annuities as a viable option
• Practical aspects of drawing from defined contribution pension plans in 2024/25
• Progress on the McCloud/remedy within the public sector schemes
• Application of IHT to pensions from 2027 - the current position
• Other pension-related Budget announcements

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.