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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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Greenhill Hotel

Greenhill Hotel,
Red Dial,

Tel No: 016973 43304


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.