The topics to be covered include:
Impact on an individual’s tax position and Pension Lifetime Allowance;
Consequences for Lifetime Allowance Protections (Primary, Enhanced, IP/FP 12, 14 & 16) including pitfalls to avoid;
Benefits of Financial Scenario Modelling to validate challenge or agree asset split;
Implications of non-funded statutory pension schemes.
This session will be delivered by Law Society (NI) Financial Advice Ltd. The topics will be brought to life using case studies and the attendees will be given useful factsheets to take away.
To increase accessibility this session will take place in the following locations:
Tuesday 4 April 2017
City Hotel, Derry 9.30am – 10.30am
Silverbirch Hotel, Omagh 3pm – 4pm
Wednesday 5 April 2017
Canal Court Hotel, Newry 9.30am – 10.30am
Law Society House, Belfast 3pm – 4pm
Please note that this session will be followed directly by the “Statutory Charge: An Update” session. These sessions cost £35 each however anyone wishing to attend both sessions can do so for a discounted fee of £60.