Pension Planning and Inheritance Tax
Details
- Date: Tuesday 6th May 2025
- CPD Hours: 1 Hour
- Expires after: 120 Days
- £25 Plus VAT
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This session will focus on recent pension changes leading up to the October 2024 budget. It will look at the impact and implications of the announcements from the budget and, planning considerations for clients. The changes don’t take effect until April 2027, but clients need to be re-thinking their planning now.
Ola Adeosun, Financial Planner and Head of Regional Wealth Planning at LGT Vestra
£25.00 + VAT
Sponsored by
Speakers
Ola Adeosun
Partner, Head of Regional Wealth Planning, LGT Wealth Management
Financial Planner and Head of Regional Wealth Planning at LGT Wealth Management LLP