Senior Reward Pension Planning and Taxation.

The University continues to work with financial education specialists 'WEALTH at work' to bring you a webinar designed to help you understand more about pension planning and taxation.

The majority of employees are likely to be affected by the pension freedoms and changes in limits to the amount of tax relief available on pension savings, to varying degrees. However if you are a high earner and longer standing member of the pension scheme you may be impacted more than you think. You could also be liable for a tax charge.

This workshop will cover interesting topics such as:

  • The new legislation and the changes
  • How to value your pension benefits
  • Understanding how to protect against potential tax charges
  • Case studies on calculating annual allowance and liability to a tax charge
  • Taxation on retirement income
  • The benefits of AVC's
  • Other sources of retirement income
  • State Pension
  • Flexible Retirement
  • Taking Action... what could you do next?
Don't miss out, spaces are limited. To register your place, please click here.

During the webinar you will be given the opportunity to request a callback to discuss your own personal circumstances.

Please note: the webinars will provide information only and will not include or constitute financial advice. For more information about our services please click here.

Should you have any queries regarding your booking, please contact us via events@wealthatwork.co.uk.

Kind regards,

WEALTH at work
Financial Education specialists

 

University of Lincoln
WEALTH at work