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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Pensions & other year end tax planning

Date: 16 March 2021 09:30 to 12:30

Type: Course, Tax

Organiser: NorSCA, Other

Northern Society of Chartered Accountants www.norsca.co.uk

This course will look at the world of pensions to see how they impact upon clients, especially in the area of retirement and estate planning.

With people living to a much greater age, various governments, to try to encourage people to save for the future, changed the pensions’ regime dramatically in 2006 and have played around with it incessantly thereafter.

Event information

So the system remains horrendously complex but the rules present many opportunities. The course will look at the world of pensions to see how they impact upon clients especially in the area of retirement and estate planning. It is not a financial services course and will not be dealing with products from a financial services aspect but will be looking at how the latest available products can assist the tax planner!

We are also going to have to deal with the delayed Budget – will this start to raise taxes to pay for the massive borrowings caused by Covid?
So we need to have a look apart from Pension Contributions at what is feasible to do before 5 April 2021


  • Contributions – quantum and pitfalls – Lifetime limits, Annual Allowances, Employer contributions – a quick reminder – why should we make a contribution now?
  • Planning advice – not just registered pension schemes;
    • What else can you save into that could be tax efficient? What about Cash rich companies…. How is BADR and BPR developing alongside pensions;
    • Why spend your pension when you could spend your ISAs?
    • Third party contributions;
    • Capital Tax planning in the light of the changes – is it more counter intuitive than you think?
  • Other Year End Planning including looking at:
    • Cash extraction,
    • Tax efficient benefits,
    • Is there any thing we need to do on loss relief?

Who should attend:
Partners and staff involved in the provision of advice to clients particularly in the area of estate planning and related items.

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Virtual with digital delivery


Tel No: N/A


Bob Trunchion

Bob Trunchion

Bob qualified in the audit department of a big four firm, and soon after moved to their Corporation Tax Department. His move to MacIntyre Hudson in 1985 has rounded off his knowledge so that he is well versed in all aspects of tax.

As well as advising clients on a consultancy basis, he is deeply involved in tax training, Bob has appeared on national radio and television talking about IHT.

He has a wide range of tax knowledge and lectures on a range of subjects including the tax implications of buying and selling companies, capital taxes planning, trusts and share valuation work. Bob is also a specialist in a number of industries or niches such as farmers and the medical profession.

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.