Technical webinars: strategies for tax efficient investing

Are your clients invested in the most tax efficient way heading into the new tax year? Join our technical experts in our online events as they decipher both the recent and upcoming legislative changes including IHT and exploring the planning opportunities they present.

Feedback from the live events with Andrew and Julia

“Andrew and Julia were both excellent speakers, knowledgeable in subjects which were well selected and pertinent to current concerns and requirements”

“Really technical and informative, super knowledgeable speakers”

Tuesday 11 March, 10-11am

Pension planning and opportunities in a changing legislative and regulatory framework
Andrew Tully, Technical Services Director

The big pensions news in the Autumn Budget was the inclusion of pensions within the IHT framework from 2027. The Government is focusing on how pension funds can help drive growth within the UK, as well as considering pension adequacy and improving retirement outcomes.

Meanwhile the FCA are working on a range of measures including targeted support, dashboards, value for money and SIPPs.

In this session we'll include:

• What the forthcoming pension IHT changes mean in practice
• Options and opportunities you may want to consider to help clients plan for pension and IHT changes
• What the Government and regulatory priorities mean for your clients when saving for retirement

Thursday 13 March, 10-11am

Planning now and into the new tax year
Julia Peake, Technical Service Manager

Following the first Labour Budget, advice has never been more important. With a new tax year approaching and all the recent changes, now is an ideal opportunity to ensure your clients are invested in the most tax efficient way.

In this session we’ll look at:

• Changes which could affect your clients now and in the future
• The importance of advice when creating a holistic financial plan
• Practical ideas which can help your clients achieve their financial aims