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Beyond Staveley – Pensions and Inheritance Tax

1 month ago

This week, our Senior Technical Consultant, Charlene Young, makes her debut in our ‘Off the Road’ webinar series – bringing you all the latest technical knowhow.

During this session, Charlene will put the infamous Staveley case under the microscope following the recent Supreme Court ruling. Charlene will also provide a brief refresher on pensions and IHT, before looking at the current complexities, and rounding off with a look ahead to potential new policies.

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Charlene Young
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Charlene Young

Job Title
Senior Technical Consultant

Charlene is a Chartered Financial Planner with over 10 years' experience in financial services. She joined AJ Bell in 2014 after relocating to Manchester from Bristol, where she held financial planner and paraplanner roles at leading firms. In addition to analysing and commenting on technical and regulatory issues, Charlene is also responsible for designing and providing technical training for AJ Bell staff.

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