Financial planning for professionals

Date: 26 June 2018
Time: 8.30 - 10:30
Location: Smith & Williamson, 25 Moorgate, London, EC2R 6AY

We will be looking at where we think the risks and opportunities lie for private client portfolios. Continued changes to the annual and lifetime allowances, and the sustained threat of a reduction in pension tax relief, means that care should be taken when planning your pension contribution strategy to take full advantage of the available allowances. Whilst rules have tightened in terms of how much one can contribute and accumulate within a pension, the rules surrounding withdrawals and death benefits have loosened significantly. This has prompted changing retirement strategies to take advantage of the greater flexibility and estate planning opportunities.

We will take a look at these issues and explain the new rules and how they might affect you in the future.

Contact us

Luke Brooks profile image
Luke Brooks

Director London +44 (0)20 7131 4132

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