26th October 2016

James Hay: Technical Masterclasses – regional events

In light of chaos caused by the EU Referendum, the fall in value of the pound and ahead of the new Chancellor's Autumn Statement, advisers are faced with an increasing number of challenges. For example; how do you ensure that pension planning for high net worth clients remains tax efficient?

Our Technical Masterclass sessions, are designed to help you apply the latest legislative changes, provide focus on current topics and explore the potential impact these may have on your clients.

Hosted in Birmingham, Bristol, Glasgow, Harrogate, London, Manchester and Southampton, they have been designed to provide an in-depth analysis of pension & tax reforms.

Over three hours we will review specific case study examples and hear industry views from a guest speaker. The Masterclasses are followed by lunch and supported by a top fund group, providing you with the latest on investment solutions.

Topics that will be covered:

• Tapered Annual Allowance and pension planning
• Protecting protection
• IHT and pensions - where do they meet?

Find the date of a Masterclass near you and register.

Register

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