Skandia hosts IFA tax workshops

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Skandia will hold a series of January workshops for IFAs on planning for the end of the tax year.

The seminars will focus on business opportunities and advising clients nearing the end of the tax year. They will run in two sessions; one advising on pensions and the other on tax planning. The pension session will include the latest position on employer contributions, a review of the changes to the Finance Act 2007 and the proposed changes in the pre-budget report (PBR). The tax planning session will include using exemptions and allowances for income tax, capital gains tax (CGT) and inheritance tax (IHT). Nick Bladen, head of pensions and bonds marketing at Skandia, says: “This year ...

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