My Business is My Pension - Retirement Planning (ROI)

Summary

For the second time in just over a decade, business owners are facing significant challenges impacting the value built up within their business. Join Harvest Financial Services who will examine how Covid-19 has impacted retirement planning for business owners, and how pensions can be utilised as a reliable way to build personal wealth from business ownership.

Venue details:  
Webinar, Online,
Start date & time:  
11 March 2021 14:00
End date & time:  
11 March 2021 15:00
Price:  
By registering for this course you have accepted the terms and conditions
CPD hours:  
1.00
Speaker details
First nameLast name
Andy Dixon
Emer Kirk

Description

Product type:  
CPD course
Category:  
Practice and business improvement, Tax

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.