| EVENT DETAILS |
|
| COURSE TITLE |
PENSIONS UPDATE INCLUDING TAX RELIEF AND PLANNING UNDER THE 2011 RULES |
| DATE |
Monday 18 June 2012 |
| VENUE |
Barcelo Hotel,Basingstoke |
| SPEAKER |
Amanda Fisher |
| COURSE CODE |
JN18A2 |
| COURSE FEE |
£90+VAT. (Click here for information on the Flexiticket discount scheme - fees as low as £39.60+VAT per place) |
| TIMING |
| Registration |
Course starts |
Coffee |
Course ends |
| 09:00 |
09:30 |
11:00 |
12:30 |
|
| OBJECTIVES |
This course will benefit all general practitioners who would like to be updated on the various pension planning options open to clients and to understand the taxation implications of these options. Some of the regulatory issues will also be covered, but the course will focus on the client and the tax benefits and tax treatments of the many options available to them. |
| WHO SHOULD ATTEND? |
General practitioners and others who need an awareness of the taxation issues surrounding pensions planning. |
| TOPICS |
- An update of the current rules for pension relief following Finance Act 2011
- Any updates from the Budget 2012, if applicable
- Changes being brought in from the Pensions Bill
- Retirement planning
- A review of all types of State Pensions, gaining entitlements and making claims and forecasts
- Occupational pension schemes and employers responsibilities
- Personal pension schemes
- FURBS, SSASs, SIPPs & Stakeholder pensions
- Taxation of registered pension schemes
- Pension issues for individuals leaving the UK
- QROPS – Qualifying Recognised Overseas Pension Schemes
- Annuities and the different types of annuity
- Business assets
- Divorce and pension sharing
|
