IHT and Pensions webinar

IHT and pensions

IHT and pensions

We invite you to join RPGCC’s Tim Humphries our Tax Partner and Matt King a Director with RPG Crouch Chapman Financial Services Limited on 20 March to take a deep dive into the recent changes affecting Inheritance Tax and estate Planning. 

As part of this session Tim and Matt will be looking at the following: 

 

  • Key changes to Inheritance Tax and Capital Gains Tax and the impact these will have on us all
  • Potential planning opportunities that might exist including maximising Business Relief, re-considering investment portfolios, passing on pensions to the next generation and Capital Gains tax bills
  • The future of pensions and death benefits as they are brought into the scope of IHT and the implications of these changes for Trustees, employers and individuals alike
  • How the changes will impact upon unused defined contribution pension pots
  • What impact will these changes have on life assurance benefits and annuity purchases
  • We will also take a look at some of the ways we can respond to these changes as both individuals and employers to ensure that we are prepared for when they go ahead.

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