In the March budget, the chancellor unveiled extensive changes to the Lifetime Allowance. One major change is the elimination of the Lifetime Allowance, which is expected to lower taxation for larger pension pots. A less publicised consequence of this legislation is the revisions of the pension death benefit taxation, aimed at recovering a portion of the tax savings for those with large pensions.
Join this sessions with Mazars to gain insight into the proposed adjustments to pension taxation and to explore the strategic considerations that both you and your clients should be thinking of before and after 5 April 2024.
James Robinson, Chartered Financial Planner, Mazars Financial Planning LtdJames is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute. His focus is building lasting relationships with clients, developing holistic plans to suit the varying needs of business owners and private individuals. His achievements have been recognised by Citywire Magazine five years in a row, being named in the ‘Top 35 Next Generation Advisers’ 2017-2021. He was also runner up in the FT’s UK-wide Money Management Award for Multi-Asset Planner of the Year 2018.
Jennifer Massey, Chartered Financial Planner, Mazars Finanical Planning Ltd Jennifer is a Chartered Financial Planner providing independent financial advice to help individuals, families and their businesses achieve their financial goals. Her expertise include building & managing wealth, pension & retirement planning, financial protection, tax & estate planning. Jennifer first joined Mazars in September 2015 as part of her degree and returned in September 2017 after graduating from the University of Surrey with first class honours in Economics.
ICAEW CPD regulations are changing. From 1 November 2023, members and other professionals regulated by ICAEW will need to complete a minimum number of hours' CPD per year, some of which will need to be verifiable. Attending events like this could contribute to 1.25 hours of CPD, so long as you can demonstrate that the content is relevant to your role.
ICAEW members and non-members are welcome to join.
Mazars is an international accounting and advisory partnership with offices in 73 countries around the world and 14,000 professional staff globally. Within the UK Mazars LLP are ranked 8th by audit fee income. The Mazars Private Client team offers a full range of services to families, business owners, trustees, entrepreneurs, high net worth individuals and non-UK domiciliaries. The team blends skills from across our financial and tax planning professionals, into an integrated, client focused offering. As a result, we have a wealth of experience dealing with personal tax, wealth management and pension issues.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
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