Comedian Jo Caulfield
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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Pensions and Tax planning: the world turned upside down

Date: 4 November 2015 13:30 to 17:00

Type: Course, Tax

Organiser: Cumberland

This course is aimed at partners and staff involved in the provision of advice to clients.

The course will cover:

  • Contributions – quantum and pitfalls – Lifetime limits, Annual Allowances, Employer contributions – a quick reminder
  • Operation of the scheme including what happens on retirement
  • Benefits including taxation problems
  • Planning advice – not just register pension schemes:-
    • What else can you save into that could be tax efficient? What about Cash rich companies….
    • Why spend your pension when you could spend your ISAs?
    • Capital Tax planning in the light of the changes – is it more counter intuitive than you think?

Examples will be used to illustrate the rules and how they work in practice and the planning opportunities that ensue. In view of the number of changes above, the course will not be dealing with offshore pensions such as QROPs nor will it deal with Auto Enrolment.

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Venue

Greenhill Hotel

Address:
Greenhill Hotel,
Red Dial,
Wigton,
CA7 8LS

Tel No: 016973 43304

Speaker

Bob Trunchion

Bob Trunchion

As head of tax training at Macintyre Hudson Advisory Services and a consultant for MHA Macintyre Hudson (as a Tax Partner), Bob is ideally placed to bring his expertise to delegates seeking greater understanding of issues such as capital tax planning, the tax implications of buying and selling companies, and trusts and share valuation work. Bob acquired an MSc in Management Science at Imperial before qualifying as a chartered accountant with Coopers and Lybrand – now PwC. Since joining MHA Macintyre Hudson, he has become a recognised authority on the ever-changing tax landscape; with national media keen to solicit his opinion on inheritance tax and other tax related matters.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.