16th May 2022

Pension hot topics (60 minutes)

60 minutes CPD

In this webinar, Fiona Hanrahan and Craig Muir investigate three of the hottest technical pension topics.

How to avoid carry forward mistakes – common mistakes when performing carry forward calculations, how to avoid them and how best to prepare.
ISA vs pension - is now the time to invest? - how some of your clients may be able to boost their assets by 67% by switching their ISA to their pension.
IHT and pensions changes from January 2022 – when IHT can apply to pensions and the recent changes to the reporting of IHT.

After watching this webinar, you’ll understand:

where mistakes are made when working through carry forward calculations.
how a pension can help clients in poorly performing ISA funds.
the issues surrounding IHT and pensions.

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