Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time
Partner Webcast for advisers and Paraplanners
18 Jul 2019
Join Aegon's webinar on Tuesday 23 July to hear Martin Haggart, Aegon's Technical Pensions Manager, and Elaine Cruickshank, Aegon's Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance, including:
- how the lifetime allowance applies during lifetime under defined benefit and defined contribution schemes, and potential tax mitigation strategies;
- how it applies on death, it’s impact on legal personal representatives and the key decisions for beneficiaries, and
- alternative savings options and protection strategies for those affected.
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