The Edinburgh Tax Network and the Chartered Institute of Taxation, in conjunction with Terra Firma Chambers, will present a talk entitled ‘Estate Planning with Pensions- A Guide for Tax Advisers and Solicitors’ on Tuesday 30th November 2021, from 12noon to 1pm.
Presented by Richard Johnston of AAB Wealth, the event will cover:-
- Pension Freedom – five years on..
- IHT exemption and pensions – when it applies – and more importantly, when it does not
- Choosing the lesser evil
– IHT, income tax and the Lifetime Allowance tax charge
- It’s not all about the tax! - bear traps and practical considerations
- Dealing with complex family circumstances
- Thoughts on future policy
There is no charge for attendance however registration is necessary. To sign up, please click here.
