Pensions Seminar

February 12, 2015
7:30 am - 9:30 am
Porter Dodson LLP, Taunton

The Pensions Revolution Kirsty Anderson, Royal London Life

What are the main differences between the old rules and those that take effect April 2015, and what opportunities do they offer for flexible withdrawals and potentially tax-free inheritance.

All Change Chris Gilchrist, FiveWays Financial Planning

Why the biggest change we need is psychological – new evidence from behavioural finance on investors’ ‘reckless conservatism’.

The Opportunities Jim Bloodworth, FiveWays Financial Planning

Using case studies of business owners, Jim will explain the substantial new opportunities for tax-efficient saving and inheritance, and highlight the tax traps to avoid.

Reviews Peter Cooke, Porter Dodson Solicitors and Advisors

People planning to use the new pension freedoms will need to review Wills, expressions of wishes and Powers of Attorney.

This seminar is free to attend but spaces are limited so advance booking is required.

To book, please contact Paula Whitehead 01823 625826/, advising of any dietary requirements.

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