Pensions and Tax Refresher Workshop

Face to Face Training

Chartered Insurance Institute, 3rd Floor, 20 Fenchurch Street, London, EC3M 3BY

This one-day workshop will sharpen up your knowledge of personal tax and pensions, utilising a range of visual aids, interactive exercises and support materials to help you deal with advice opportunities.

The workshop will aim to:

Refresh the knowledge and application skills as a Financial Adviser/Paraplanner at Chartered (level 6)
Fulfil a client-focussed structured CPD session of 7 hours

Workshop objectives

Pensions
- Explain updates to pension legislation for 2023/24
- Apply AA and tax relief limits to client situations
- Explain death benefit provisions of various pension schemes to client situations

Tax Planning
- Apply income tax limits and allowances to client situations including solutions for clients affected by the Adjusted Net Income trap
- Carry out CGT calculations and apply reliefs and exemptions to client situation
- Explain the 13 steps for IHT calcuations and apply to a case study

Agenda

Introduction – update to some of the legislation changes to pension for 2023/24
Overview of four Annual Allowance situations and tax relief limitations
Case study to apply the limits and identify planning options
Overview of death benefits – money purchase and defined benefit schemes
Case study to apply rules and identify planning options

Overview of main income tax calculation process and reliefs and allowances 2023/24
Case study to apply rules and identify planning opportunities
Discuss CGT calculation process and reliefs and exemptions
Case study to apply rules and identify planning opportunities
You are the Executor of a deceased’s estate – calculate the IHT liability
Discuss planning options for clients concerned about IHT

Workshop format

This workshop is delivered face to face, over a full day at the CII Offices at Fenchurch Street, London. New dates coming soon - 2024, 09.30-16.45 (UK)

The session will be highly interactive with the use of:

Slides/Flipcharts
Case studies
Mini quizzes/exercises to refresh knowledge
Client-related examples

Trainer

Steve Davis FPFS, Chartered Financial Planner and experienced financial service trainer

Certificate

At the end of this course, you will receive a certificate of attendance from the Chartered Insurance Institute.

Price

Members: £199
Non-members: £299

How to book

For enquiries about this course, please email us at: business.enquiries@cii.co.uk

Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the Training Team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses.