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Death, Taxes and Beyond – Morning Session Starting at 8am

June 26, 2019 @ 8:00 am - 10:00 am

Join us for the morning session of our next Masterclass – Death Taxes and Beyond. This session starts at 8am for breakfast and will conclude by 10am.

When it comes to pensions and death, the rules surrounding taxation are particularly complex. Failure to get a proper grasp of the rules and plan correctly could leave investors with a far bigger tax bill than necessary, therefore reducing the sum that can be passed on to the next generation.

To help explain the complex rules around death, taxation and beyond, we’ll be joined by John Makin, Technical Engagement Consultant at Standard Life. John’s presentation will cover the areas that frequently catch investors out, looking at how effective planning can help to make the most from an investment portfolio whilst minimising overall tax liability.

In particular, John will look at the following areas in greater detail…

  • What is the most powerful discretionary trust in the UK today?
  • The importance of nominations
  • Pension death benefits and the lifetime allowance
  • Inherited drawdown or Bypass trust?
  • Pensions and IHT
  • Pension death claim process – what does it tell us?
  • HMRC vs Parry


June 26, 2019
8:00 am - 10:00 am


Cecil Court
28-36 Cecil Road
Hale, Cheshire WA15 9PB United Kingdom
+ Google Map
0161 973 9150

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