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Pensions under the new regime – Considerations, strategies and practicalities

Published on 18 Oct 2017 | Took place at Online, WA

This webinar covers the following:

  • areas to be wary of when finalising the 2017 financial statements for our pension clients
  • CGT relief – practicalities and implementation
  • valuations – high or low? Is there a preference?
  • what happens when your TRP client satisfies that condition of release
  • transfer balance accounts and reporting.

Individual sessions

Pensions and transfer balance cap

Author(s):  Jemma SANDERSON

This paper covers:

  • the transfer balance cap
  • event based reporting
  • death benefits and TBC
  • conditions of release.
Materials from this session: