
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.