Format
This course will be delivered via Zoom on Thursday 11 March 2021 from 2pm to 3pm. The Zoom link will be emailed to participants before the course is due to take place.
Who Should attend
This course is suitable for accountants, auditors, and other business professionals, both from small and mid-sized practices and in business, from the Republic of Ireland
Course Overview
- Negative interest rates - Financial and retirement
planning implications.
- The security of pension assets
- The interaction of pensions with other tax efficient
business exit strategies.
- Pension funding for company directors.
Key Learning Outcomes
- Better understand the interaction of pension
entitlements with other company wealth extraction methods such as Termination
Payments and Retirement Relief.
- Have an improved knowledge of how an Occupational
Pension can be used to extract funds tax efficiently from a company over a
short period of time.
- Understand better the tax-free entitlements a company
director may have from their pension fund
- Obtain an understanding of the nature of the security of funds with approved pension schemes, pre and post retirement
Speaker Bio's
Emer Kirk, Associate Director, Harvest Financial Services-Emer specialises in providing retirement planning advice for private clients approaching and during retirement. Emer has 18 years' experience in the pensions industry. She is an Associate of the Institute of Taxation, a Qualified Financial Adviser and a Certified Financial Planner Professionals (CFP®). Emer is co-founder of Connect Women in Pensions, a network who support the promotion of the importance of retirement planning for women
Andy Dixon, Business Development Manager, Harvest Financial Services- joined Harvest Financial Services in 2018 as Business Development Manager and has 17 years' experience in the Irish Pensions Industry. Andy works with new clients, accountants, solicitors and other professional referrers to provide retirement planning and wealth management solutions. Andy has attained the QFA, FLIA and RPA designations and is a Certified Financial Planner. Andy sits on the Life Insurance Association Dublin Committee and is past Chair of the North East Regional Committee.