Paul Clark of Russelldene Consulting Ltd is a Chartered Financial Planner, FPFS, ACIPP. His company provides technical consultancy to the financial services industry and specialise in the pensions sector.
One of the services Paul provides to his clients is a regular bulletin (most weeks) entitled Pension Related News. It provides useful information and relevant (unstructured) CPD, including a test, for those specialising in pensions and retirement planning. Although aimed primarily at pension advisers, it will also cover other planning considerations such as taxation.
There is normally a charge for this bulletin but for the next four issues, these will be provided free of charge via the ATEB newsletter. Thereafter, those interested in receiving the bulletin on an ongoing basis should contact ATEB for more information.
The first issue is available here.
Template Enhancements: Inheritance Tax (IHT) & Pensions
Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update
To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template update: A new wizard question has been added to the ‘Current IHT Position’ table. This allows users to include pension assets in the estate value when calculating a client’s potential IHT liability. Please […]