Breakfast Briefing Seminar: Pension Freedom | 17th September

Mark Astbury 04.08.2015

Morgan McKinley are pleased to be hosting our quarterly breakfast seminar on the 17th September at the Crowne Plaza, Gatwick.

Our guest speaker, Managing Partner of Carpenter Box will deliver the seminar on the recent changes surrounding pensions and the best way to make it work for you or your business. The briefing is designed in mind to provide clear and concise information on legislation changes and further explain the opportunities or risks in a language we can all understand.

Helping you plan for the future.

What will be explained:

  • The changing shape of retirement savings Landscape
  • Freedom and choice - its a piece of cake
  • Flexi-access drawndown
  • Uncrystallised Funds Pension Lump Sum
  • New Lifetime annuity
  • Defined Benefit Schemes
  • Tax Planning Considerations
  • Income and inheritance tax issues
  • Income tax planning, estate planning options
  • New Intestacy rules
  • Lifetime Allowance charge
  • Financial Planning Considerations
  • Tax Wrapper, Investments, managing income needs, legacy
  • Examples - the difference to savings with and without planning

 

Join us

Date: Thursday, 17th September 2015
Time: 8:00am - 9:45am
Location: Crowne Plaza, Langley Drive, Crawley, RH11 7SX

Spaces are limited, so please reserve your place by emailing your RSVP to Damien Barnett.

Mark Astbury's picture
Associate Director
mastbury@morganmckinley.com

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