Pensions and Inheritance Tax
Join us at Eighteen for this face to face breakfast networking and CPD session, looking at a review of Pension Death Benefits and the impact of including unused pension funds in IHT calculations.
About the speaker:
Mark Fenlon is Head of Technical Services at Transact where he leads a dedicated team responsible for providing comprehensive wrapper and tax support to financial advisers and to other areas of the business. Over nearly 20 years at Transact, Mark has been deeply involved with many of the significant regulatory changes and has helped to develop the company’s range of pension, ISA, and bond wrappers.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.