Webinar registration - Pensions for estate planning

Date: Wednesday 1 July | Time: 11:00 - 11:35am

Please register and watch individually to qualify for a CPD certificate, as viewing as a group will not generate a CPD for all those who watched via one screen.

In this webinar Neil Jones, Tax & Estate Planning Specialist, will review the advantages and disadvantages of using a pension for estate planning.

He will explain the IHT benefits available in combining retirement and estate planning, including:

  • Gifting using pensions
  • Pension death benefits
  • Different classes on beneficiary under a pension
  • Spousal by-pass trusts
  • Potential IHT issues

CPD 35mins

To gain access to our upcoming or archived webinars, use the links below.

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.