Tax year-end planning
In this IIL financial planning webinar, Mark Devlin looks at pension funding for those pre, approaching and in retirement. For those with one eye on the frozen Inheritance Tax (IHT) allowances, Mark looks at the main IHT exemptions.
Learning objectives:
- Describe the operation of pension tax relief
- Identify individuals who can benefit from higher than marginal rate tax relief
- Describe the operation of the main IHT exemptions
Venue
- Online event
Booking information:
You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.