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Pensions for estate planning

Understand the IHT benefits available when combining retirement and estate planning

About the webinar

Date: Wednesday 09 June 2021

CPD: 45mins

In this webinar we look at the IHT benefits available when combining retirement and estate planning.

The webinar covers:

  • Gifting using pensions
  • Pension death benefits
  • Different classes of beneficiary under a pension
  • Spousal by-pass trusts
  • Potential IHT issues
  • Actions and discussions with clients

About the Presenter

Kim Jarvis has supported professional advisers on trusts, taxation and estate planning for over 25 years. She delivers training on market-related topics and is involved in industry groups analysing the impact of new legislation. Kim is an affiliate of the Society of Trusts and Estate Practitioners, an associate member of the CII and been shortlisted for the Women in Financial Advice Awards 2020.

Support

Your CPD certificate will be sent to your registered email address once you have completed the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk

 

Watch the webinar