These 60 minute ‘Myth Busting’ CPD sessions are a series of virtual webinars with a difference!
Our hosts Colin Simmons Business Development Manager and Les Cameron head of Technical at Prudential present these sessions in their own unique style, covering a number of complex technical subjects in an interactive style with very few slides. The interaction between the two presenters keeps the audience engaged and even with large groups they still encourage audience participation by using the online chat facility on the call.
Want to know what Linda Bellingham, Steven King, Rita Hayworth and the Shawshank Redemption have to do with pension death benefits?
These are just some of the answers we will provide along with that all important conundrum to university planning… How many Pot Noodles and Jaegermisters could my 18yr old grandchild buy with my generous intergenerational planning, and is there a better way that’s tax efficient and I keep control?
Demystifying pension death benefits – Tuesday 2nd August, 9.30am
There is often lots of confusion surrounding the flexibilities and legislation surrounding pension death benefits. Prudential Business Development Manager Colin Simmons & Head of technical Les Cameron are running a session looking at the various aspects of providing pension death benefits but importantly demystifying many of the myths that surround pensions and death.
During this 60 minute CPD session Colin and Les will look at intergenerational wealth transfer and identifying areas for Advisers to discuss with clients in their usual entertaining format:-
- Pensions are IHT free
- Only DB transfers have IHT issues
- You can only put £3,600 in your child’s pensions
- Bypass Trusts are dead
- Your family can inherit your pension
- Pension death benefits are tax free
Seven sensational Tax Myths’ CPD accredited session – Tuesday 16th August, 9.30am
There’s often a lot of confusion surrounding the tax reliefs and subsequent tax benefits available when putting a bespoke financial plan in place for a client. To help clear up this confusion, Prudential Business Development Manager, Colin Simmons and Head of Technical, Les Cameron are running a session looking at a range of tax planning options and helping you better understand and look beyond the myths.
During this 60 minute CPD session Colin and Les will look at intergenerational wealth transfer and identifying areas for Advisers to discuss with clients in their usual entertaining format:-
This 60 minute CPD session will cover:
- Pensions are IHT free
- Only DB transfers have IHT issues
- You can only put £3,600 in your child’s pensions.
- Bypass Trusts are dead.
- Your family can inherit your pension.
- Pension death benefits are tax free.
- You get £12,570 personal allowance tax free
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