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 ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes