Recent changes to the taxation of death benefits greatly aid the inheritability of pension funds – although in practice it can be a complex area. This seminar will help advisers make the most of the opportunities for long-term clients.
We will be co-presenting the seminar with Vestra Wealth, one of our discretionary fund management partners. They will be looking at the challenges and opportunities in building an effective investment portfolio in the context of the new rules.
This seminar will help advisers make the most of the opportunities presented by the recent changes to the taxation of death benefits – changes which will aid the inheritability of DC funds but can be complex and also to consider how to implement an effective investment portfolio fit for purpose in the new regime.
By attending the seminar you will:
Timings: 09.30 – 11.30
https://www.barnett-waddingham.co.uk/events/2015/07/09/flexible-pensions-and-investment-planning-seminar/
09 July 2015
Bicester, United Kingdom
