Get Tax Year End ready
Illuminate Live is back on the road! Throughout February, our technical team will be supporting you into tax year end. Want to understand if your clients are invested in the most tax efficient way heading into the new tax year? We’ll be deciphering both the recent and upcoming legislative changes including inheritance tax (IHT) and exploring the planning opportunities they present.
Why should I attend an Illuminate Live event?
- Gain knowledge from our in-house technical experts on industry changes and how to better help your clients
- Claim two CPD hours towards the CII CPD scheme
- Network with like-minded individuals in the industry
- A chance to speak to your local Business Development Manager in person
What will be covered in these events?
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
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