Pensions and Tax Refresher Workshop
18 February 2025, 09:30-16:30 (UK)
Face to Face Training
Chartered Insurance Institute, 3rd Floor, 20 Fenchurch Street, London, EC3M 3BY
18 February 2025, 09:30-16:30 (UK)
- Members: £199
- Non-members: £259
This one-day workshop will sharpen up your knowledge of personal tax and pensions, utilising a range of visual aids, interactive exercises and support materials to help you deal with advice opportunities.
The workshop will aim to:
- Refresh the knowledge and application skills as a Financial Adviser/Paraplanner (level 6)
- Fulfil a client-focused structured CPD session of 6 hours
Workshop objectives
- Pensions
- Explain updates to pension legislation for 2024/25
- Apply AA and tax relief limits to client situations
- Explain lump sum options and death benefits from various pension schemes
- Tax Planning
- Apply income tax limits and allowances to client situations including solutions for clients affected by the Adjusted Net Income trap
- Carry out CGT calculations and apply reliefs and exemptions to client situation
- Explain the 13 steps for IHT calculations and apply to a case study
Agenda
- Introduction – update to some of the legislation changes to pension for 2024/25
- Overview of four Annual Allowance situations and tax relief limitations
- Case study to apply the limits and identify planning options
- Overview of death benefits – money purchase and defined benefit schemes
- Case study to apply rules and identify planning options
- Overview of main income tax calculation process and reliefs and allowances 2024/25
- Case study to apply rules and identify planning opportunities
- Discuss CGT calculation process and reliefs and exemptions
- Case study to apply rules and identify planning opportunities
- You are the Executor of a deceased’s estate – calculate the IHT liability
- Discuss planning options for clients concerned about IHT
Workshop format
This workshop is delivered face to face, over a full day at the CII Offices at 20 Fenchurch Street, London, on 18 February 2025, 09:30-16:30 (UK)
**Please specify which date you would prefer to attend**
The session will be highly interactive with the use of:
- Slides/Flipcharts
- Case studies
- Mini quizzes/exercises to refresh knowledge
- Client-related examples
Trainer
Steve Davis FPFS, Chartered Financial Planner and experienced financial services trainer
Certificate
At the end of this workshop, you will receive a certificate of attendance from the Chartered Insurance Institute.
Price
- Members: £199
- Non-members: £259
How to book
To register for this workshop, please complete the below form:
For enquiries about this course, please email to: business.enquiries@cii.co.uk
Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.
We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.
Can't attend on this date? Register your interest in other training courses and future dates.
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