Pensions for Estate Planning

About the webinar

Wednesday 3rd November
11:00-11:45am
CPD 45mins

In this CPD qualifying webinar Andrew Tully (Technical Director) will be discussing multiple ways pensions can be beneficial to estate planning. 

The webinar covers:

• DEMONSTRATE – The importance of putting in place and regularly reviewing expression of wish forms.

• EXPLAIN – When death benefits are tested against the lifetime allowance.

• EXPLORE – When pension transfers may be liable to Inheritance Tax.

• HIGHLIGHT – How third party contributions can be used to cascade wealth tax efficiently.

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