Previous event
Tax year-end planning
Wednesday 5 February 2025, 1:00 pm - 2:00 pm
Online event
Mark Devlin FPFS, Senior Technical Manager, M&G Wealth
Financial Planning
In this IIL financial planning webinar, Mark Devlin looks at pension funding for those pre, approaching and in retirement. For those with one eye on the frozen Inheritance Tax (IHT) allowances, Mark looks at the main IHT exemptions.
Learning objectives:
- Describe the operation of pension tax relief
- Identify individuals who can benefit from higher than marginal rate tax relief
- Describe the operation of the main IHT exemptions
Venue
Online event
Booking information:
You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).
To view our image and video capture consent statement, please click here.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour 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/learning/cpd/.
Previous
Wed 5 Feb 2025, 12:15 pm - 2:00 pm
Lloyd's Lab
Caspar Smart, Head of Strategy & PartnershipsSteve Pallet, Head of Market EngagementHolly Cleland, DirectorTawhid Rahman, Chief Architect
YMC event
Next
Thu 6 Feb 2025, 1:00 pm - 2:00 pm
Online event
Tim McCaw, PartnerLaura Madders, Partner
Casualty
