25th March 2026

TIMING

COURSE CODE

MA25A6

SPEAKER

Martyn Ingles

OBJECTIVES

Saving for a pension is becoming increasingly important as State Pension age is scheduled to increase and is unlikely to provide sufficient to live on. Despite the changes in Finance (No.2) Act 2023 the system remains horrendously complex, but the rules present many opportunities. The course will look at the world of pensions to see how they impact upon clients especially in the area of retirement and estate planning. It is not a financial services course and will not be dealing with products from a financial services aspect.

WHO SHOULD ATTEND?

Partners and staff who provide advice to private clients and family companies.

TOPICS

•  The ever changing pension limits – still important to know the chronology
•  Don’t overlook the State Pension– review missing years
•  Individual and employer contributions
•  The importance of “protection” in the light of the £268,275 limit
•  Pension planning for family companies
•  Tax charges if the limits are exceeded, including “scheme pays” election
•  Planning advice
  
  • Third party contributions
  • Pensions as a part of estate planning, but watch new IHT rules from 6 April 2027 
  • My business is my pension scheme – CGT BAD relief on sale

VENUE

This course will be available live online. You will be emailed the link to join two days before the course date.

DISTRICT

All

COURSE FEE

 £110+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £64.00+VAT per place).