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Tax Advice for Older Clients

Presented by Robert Peel - Tax Older People (TOP)

7th June 2017 10:00-16:00

London, London

This interactive workshop is designed for Advisers who want to refresh and ensure their tax knowledge for older people is right up to date.  Some of the problems and issues Tax Help often encounter are reviewed and there is plenty of opportunity for discussion.

 

CPD 6 Hours

 

The workshop will cover Tax implications of:

  • Residence and Domicile
  • Trusts
  • Inheritance Tax planning (including transferable main residence allowance coming in from April 2017)
  • Care funding
  • Savings and Investments
  • New and existing Individual Savings Accounts (ISAs)
  • Shares, Bonds
  • Income from property, including the new rules on property letting taper relief on mortgage interest
  • Buy to Let
  • Equity Release
  • Rent a Room
  • Pensions and Income Tax Allowances
  • State Retirement Pension
  • Deferral of State Pension
  • Occupational Pensions
  • Defined Benefit Schemes
  • Personal Pensions
  • Pension Flexibility
  • JUST.
  • 5th Floor Salesforce Tower, 110 Bishopsgate
  • London
  • London
  • EC2N 4AY
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  • £96.00

  • £130.00

Book your place now Want to save on event costs? Become a SOLLA member

If you are unable to make online payment, please email events@societyoflaterlifeadvisers.co.uk so that an invoice can be raised (for payment by BACS transfer or cheque) – although please note that the booking cannot be confirmed until (cleared) payment is received.

Just Retirement partnership with SOLLA

SOLLA Enterprises is pleased to be working in association with the specialist provider, Just Retirement Limited.

Octopus Investments partnership with SOLLA

SOLLA Enterprises Limited is supported by a strategic partnership with Octopus Investments

SOLLA Enterprises is pleased to be working in association with Partnership.

SOLLA Enterprises is pleased to be working in association with Partnership.