Maximising Pension Contributions & The Level of Relief Available - A Masterclass

Introduction

This new virtual classroom seminar will cover all you need to know to be able to advise your clients on making the most of the relief available for pension contributions.

Whether intended for income tax relief, boosting the pension value to make use of the IHT exemption, or using the pension as a means of extracting funds from a company, this session will help you serve both private individuals and business owners.

Expert speaker Richard Johnston will discuss the different types of ways in which relief is obtained, thereby ensuring you understand how relief may be claimed, including how to deal with it on self-assessment returns.

This session will also include guidance on how to deal with the complex calculations which may arise and, importantly, how to obtain the necessary information in an efficient manner.

What You Will Learn

This live and interactive session will cover the following:

• How tax relief is made available for pension contributions
• How to calculate, and maximise, the level of relief available
• Understanding the tax treatment when drawing the funds at a later point
• Calculating your available Annual Allowance
• How to arrange pension contributions, and selecting the right vehicle to receive them
• Dealing with contributions exceeding the available Annual Allowance
• Self-assessment returns and pension contributions
• Looking ahead - possibility of changes to the rules and allowances

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.