Our Senior Technical Consultant, Lisa Webster, takes a look at the hot topics of inheritance tax on pensions, changes to employer’s NI, increases in capital gains tax and more, with case studies and planning points for advisers.
Key areas covered in the recording include:
- preparing for changes to IHT on pensions;
- assisting client pension planning following CGT rate rises;
- approaches to mitigate the impact of employer’s NI; and
- navigating the overseas transfer charge on pensions.
Video
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