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Pension's Legislation Updates for Lawyers & Accountants-Briefing Workshop Announced

Our latest Professional Briefing Workshop for Accountants and members of the Legal profession has been announced for May 10th. The session will cover updates to pension’s legislation including:


•    The new contribution limits and the return of ‘carry forward’
•    Tax relief on contributions and how this now works in practice
•    How the new ‘drawdown’ rules can be used to extract much higher
      levels of income
•    Why more Directors should now consider ‘scheme pension’ over   
      traditional drawdown
•    The new lifetime limit and how clients can protect themselves from it
•    Changes to death benefits and the Inheritance Tax regime


We are delighted to be joined on the day by Nathan Bridgeman, Director of Pension Consultancy at Talbot & Muir who are leading SSAS & SIPP Administrator & Trustee provider.

This is a breakfast seminar – to book please contact us.

 

Testimonials

"We have been very satisfied clients of Sound Financial Planning for more than 3 years. They are able to look at the whole market for financial products and make impartical recommendations. While Sound do not keep any client moneys they are assiduous in checking that transactions have been carried out correctly. As a retired company secretary, formally responsible for dealing with the business's pension funds, this is a major comfort - large financial institutions can be spectacularly bad at keeping track of money invested with them".

David King

Retired Company Secretary

 

"Paul Spires recently spoke at one of the firm's Working Families Network events for staff. I found Paul to be an engaging speaker who was able to explain the concepts of financial planning in a way that was interesting whilst easy to grasp".

Alison Unstead

Hogan Lovells International Plc

 

Sound Financial Group

Phoenix House 
Christopher Martin Road
Basildon
Essex SS14 3EZ 

T 01268 567567
F 01268 288366


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To speak to one of our Independent Financial Advisers now
please call us on

01268 567567

Alternatively, you can complete our enquiry form and one of our Advisers will contact you.