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"SIPPS, Pensions & IHT Planning Part 1"
Speaker: Martin Coulter
Date: March 8th 2007
Time: 6-7pm (1 CPD hour)
Level: intermediate
Watch a short demo
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Lecture DescriptionAIMS
*To help those who want to make the most of their Pensions and SIPPS; and for private client and family practitioners who need to understand pensions.
OVERALL DESCRIPTION
We will use a case study of a married couple to explain the ways in which pensions work, both in marriage and in divorce, and how you may best add value for your clients.
From the flexibility of Income Drawdown and the new inheritance tax implications for pensions, to Self Invested Personal Pensions (SIPPs) and the use of property within pensions, this course explains how pensions work and how the solicitor and pension IFA can best work together.
OVERALL AGENDA
- Case study example of married couple through time
- SIPPs
- Practical advice on how to get the best from pensions
- What type of income from the pension: drawdown or annuity?
- Death benefits and inheritance tax
- Legal advisers -what to look out for
This is a two hour CPD course.
Part 1 will cover "Pension annuity and drawdown rates, pension contributions, and pension benefits on death"
Date: March 8th 6-7pm (1 hour CPD)
Part 2 will cover "Pension death benefits, the ins and outs of drawdown pre and post age 75, and pension life assurance.
Date: March 22nd 6-7pm (1 hour CPD)
More information & online booking
BUY PARTS 1 & 2 & get 5% off!
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Martin CoulterMartin Coulter BSc, ACMA, ASFA, TEP is a chartered management accountant and an FSA authorised Pension Transfer Specialist. He is the director of IFA firm Estate Planning Solutions and works with law and accountancy practices to build retirement plans for private clients. |
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Suitable for
*Solicitors & Legal Executives
*Barristers (New Practitioners/Established Practitioners Programme - other CPD activity courses)
*Accountants (if members of the ICAEW consider that any of our courses qualify as structured CPE within the Institute's guidelines they may count the number of hours X 3 towards meeting their CPE point requirements.) |  |
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PACKS AVAILABLE INCLUDE:
A. CD RECORDING PACK
Watch the lecture on your computer
No additional software or installation required.
Unlimited viewing (NOT time locked)
Lifetime guarantee
Price: £63.60
All packs include notes & slides.
**FREE POSTING**
No VAT payable |  |
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HOW TO BOOK
Just "Add to Cart" for your chosen product and, when prompted, select your chosen method of payment ie. by Credit Card or Debit Card or "invoice with order"
TELEPHONE: You can also book by telephone by calling us on 0870 777 6269
BOOKING FORM
Alternatively, if you wish, you can print off our booking form and send a cheque with your order.
Click here for our booking form.
PAYMENT
Cheques should be made payable to "CPD4Lawyers" (No VAT payable) and sent to:
3-5 King St, Brighouse, West Yorkshire, HD6 1NX
DX: 25356 BRIGHOUSE
Telephone: 01484 710571 Fax: 01484 400561 |  |
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SIPPS, Pensions & IHT Planning Part 1Ref: MCMar8
Customer Choice
Choose what you would like to buy
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March 8th 6-7pm (1 hour CPD)
Speaker: Martin Coulter
Level: intermediate
Get 5% off when you buy both Part 1 & Part 2
More Information
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