Sign up for our expert webinar on 28 October exploring the pension tax questions keeping you up at night
This is a not-to-be-missed webinar presented by pension tax expert John Kelly, senior wealth management consultant at Mattioli Woods at 2pm on Tuesday 28 October.
The webinar will explore the key pension tax issues from inheritance tax (IHT) to tax efficient withdrawal strategies and SIPP considerations with useful tips and practical advice on how to plan in a fast changing tax landscape.
This webinar will cover:
- IHT implications for pensions from April 2027 - what changes and how to plan
- Tax-efficient withdrawal strategies in the current landscape
- Annual allowance complexities and carry-forward opportunities
- SSAS and SIPP considerations under the new rules
- Practical scenarios affecting ordinary clients, not just the ultra-wealthy
Register for the webinar on Tuesday 28 October at 2pm | Exploring the pension questions that keep you awake at night | John Kelly, Mattioli Woods