Recording and slides from 'Pension Wellbeing' webinar available

On 8 September the Ulster Society hosted a webinar on Pension Wellbeing with Alex Price and Jonathan Gillespie of Legacy Wealth Management.

The session will provided a comprehensive overview of key pension planning areas essential for both personal and client advisory work.  It covered tax relief opportunities, the impact of tapering rules on high earners, and the treatment of pension death benefits before and after age 75. The session also explored the intersection of pensions and Inheritance Tax (IHT), with a focus on the significant legislative changes expected post-2027.

A recording of this webinar is available to view, for free and on demand, HERE

A pdf copy of the slides used in the presentation is available HERE