[et_pb_section fb_built=”1″ custom_padding_last_edited=”off|phone” _builder_version=”3.12″ background_color=”#f0f2f2″ custom_padding=”60px|||” bottom_divider_style=”arrow3″ bottom_divider_color=”#ffffff” bottom_divider_height=”32px” global_module=”6538″][et_pb_row custom_padding=”0px|||” custom_margin=”0px|||” custom_padding_last_edited=”on|phone” _builder_version=”3.10.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.0.47″][et_pb_text _builder_version=”3.12″ text_text_color=”#5c6d6b” text_font_size=”18px” header_font=”Muli|900|||||||” header_text_align=”center” header_text_color=”#5c6d6b” header_font_size=”46px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” text_orientation=”center” custom_margin=”0px|||” custom_padding=”0px|||” custom_padding_last_edited=”on|phone”]

CANCELLED: Pensions and Tax Planning

with Bob Trunchion[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.12″ global_module=”6539″][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”1_3″ _builder_version=”3.0.47″][et_pb_text admin_label=”When” _builder_version=”3.15″ text_text_color=”#5c6d6b” header_font=”Muli|900|||||||” header_text_align=”center” header_text_color=”#5c6d6b” custom_margin=”0px|||” custom_padding=”0px|||”]

When

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9:30 am - 12:30 pm
Tuesday 15th September 2020

Add to Calendar2020-09-15 09:30:002020-09-15 12:30:00Europe/LondonCANCELLED: Pensions and Tax Planning (Swindon)Alexandra House Hotel, Whittingham Drive, Wroughton, Swindon, Wiltshire, SN4 0QJWhite Horse Training LtdMM/DD/YYYY

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Where

[/et_pb_text][et_pb_text admin_label=”Text” _builder_version=”3.11.1″ text_orientation=”center”]Alexandra House Hotel,
Whittingham Drive,
Wroughton,
Swindon,
Wiltshire,
SN4 0QJ[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”3.0.47″][et_pb_text admin_label=”Book a Place” _builder_version=”3.12″ text_text_color=”#5c6d6b” header_font=”Muli|900|||||||” header_text_align=”center” header_text_color=”#5c6d6b” custom_margin=”0px|||” custom_padding=”0px|||”]

Book a Place

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Standard Member Price

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Online Member Price

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Non Member Price

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Call 01225 460167 or email bookings@whitehorseltd.co.uk

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Course Overview

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With people living to a much greater age, various governments, to try to encourage people to save for the future, changed the pensions’ regime dramatically in 2006 and have played around with it incessantly thereafter.  So the system remains horrendously complex but the rules present many opportunities.  The course will look at the world of pensions to see how they impact upon clients especially in the area of retirement and estate planning.  It is not a financial services course and will not be dealing with products from a financial services aspect but will be looking at how the latest available products can assist the tax planner!

Content

  • Contributions – quantum and pitfalls – Lifetime limits, Annual Allowances, Employer contributions – a quick reminder
  • Operation of the scheme including what happens on retirement
  • Benefits including taxation problems
  • Planning advice – not just registered pension schemes
    • What else can you save into that could be tax efficient?  What about cash rich companies….  How is ER and BPR developing alongside pensions
    • Why spend your pension when you could spend your ISAs?
    • Third party contributions
    • Capital Tax planning in the light of the changes – is it more counter intuitive than you think?

In view of the huge amount of material covered in the above points, the course will not be dealing with offshore pensions such as QROPs nor will it deal with Auto Enrolment.  The outline was drafted before Brexit which may lead to changes but it is unlikely that all the new freedoms will be withdrawn.

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Who Should Attend?

[/et_pb_text][et_pb_text _builder_version=”3.11.1″]Partners and staff involved in the provision of advice to clients particularly in the area of estate planning and related items.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.0.47″][et_pb_text admin_label=”Presenter” _builder_version=”3.12″ text_text_color=”#5c6d6b” header_font=”Muli|900|||||||” header_text_align=”center” header_text_color=”#5c6d6b” custom_margin=”0px|||” custom_padding=”0px|||”]

About Bob Trunchion

[/et_pb_text][et_pb_text _builder_version=”3.11.1″ text_orientation=”justified”]Bob is a tax partner with MHA MacIntyre Hudson and is the Head of Tax Training at MacIntyre Hudson Advisory Services LLP. He has a wide range of tax knowledge and lectures on a range of subjects including the tax implications of buying and selling companies, capital tax planning, pensions, probate and trusts. He also specialises in niche areas such as solicitors, farmers and the medical profession, has written a Tax Procedures Manual and regularly writes on technical tax subjects. He continues to be involved with clients on both a consultancy and portfolio basis.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.15″ global_module=”2791″][et_pb_row make_fullwidth=”on” use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” background_color_1=”#7bbaf2″ background_color_2=”#b1d0d3″ background_color_3=”#bcc0e4″ background_color_4=”#b6d689″ background_color_5=”#8ca4a3″ _builder_version=”3.15″][et_pb_column type=”1_5″ _builder_version=”3.0.47″][et_pb_text admin_label=”CPD” _builder_version=”3.15″ header_font=”Muli|900|||||||” text_orientation=”center” background_layout=”dark” custom_padding=”30px|10px|30px|10px”]

CPD

We provide high quality CPD training for accountancy professionals, delivered online and face-to-face.

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Tax Seminars

We provide quarterly tax seminars to help keep the tax specialists in your firm up to date.

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Practical Training

We provide practical training courses for junior staff to help develop their skills.

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AAT / Apprentices

We provide accredited vocational training to help students in South West England become qualified accountants.

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Membership

Member firms benefit from unlimited access to our training courses, and more.

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Contact Us

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01225 460167

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1 Riverside Court
Lower Bristol Road
Bath
BA2 3DZ

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@WhiteHTraining

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Quick Links

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