15 Jan

Pensions and Estate Planning

In this webinar, our award-winning ican Technical Services team share learnings on how to understand the valuable IHT benefits available in combining retirement and estate planning and some potential issues you may face with your clients.

It qualifies you for CPD credits and will help you:

  • Understand tax treatment of pension benefits
  • Understand the background around the changes in pension legislation
  • Know how a beneficiary‚Äôs drawdown works
  • How to supplement pension income in an IHT efficient way
  • Execute delivery to optimise IHT mitigation
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15th January 2020

11:00 am - 11:40 am

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