Old Mutual Wealth: PENSION: Annual allowance excess tax charges and scheme pays Thursday 30 January 2020 at 10am
Pension Webcast for Financial Advisers and Paraplanners
24 Jan 2020
An increasing number of people’s retirement plans are being affected by the tax law. There is a lot of confusion and concern amongst clients.
Good advice will help manage allowances and reduce exposure to excess tax bills. But for some excess tax bills are impossible to avoid
This session will help you understand how to:
- Identify and handle those clients most likely to be affected.
- Explain to clients their options and help them create a better, more considered outcome.
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