17th May 2021
Exceptional planning in extraordinary times (44 minutes)
44 minutes CPD
Colins Simmons, Business Development Manager, looked at ways to future proof your business as we make the transition towards a post Covid future. He looked at what the opportunities are when considering how we provide clients with better outcomes in relation to how their financial situation was effected by Covid.
He also considered how a pension can be used to provide exceptional planning opportunities for the different generations in these extraordinary times. How tax relief can be maximised whether a client has been a winner or sadly a loser from the pandemic, with a focus on some intergenerational planning ideas for your business and their futures.
Learning Outcomes – to demonstrate an understanding of:
- Utilising the £77bn that was saved in the UK in the first six months of the pandemic
- How pensions can be utilised to support the winners and losers
- Making the most of the allowance and pension tax relief
- Considerations for those requiring access to their pensions