On 21 March, the Ulster Society hosted the first in a series of financial wellbeing webinars in partnership with Evelyn Partners, aimed at helping members to boost both their advisory capabilities and their own personal financial wellbeing.
This first webinar focused on top tips surrounding pensions and includes technical training and a practical case study session delivered by Bertrand Pole, Pensions Technical Specialist, Alison Dean, Chartered Financial Planner and hosted by Aaron Carey, Investment Manager at Evelyn Partners.
The session highlights five key areas that accountants should be aware of when it comes to pensions, including tax relief, tapering for high-earners, working with business owners, age 75 crystallisation events and death benefits.
A recording of this webinar is available to view, for free and on demand, HERE
A pdf copy of the presentation used in this webinar is available to view
HERE
LOADING...