Autumn SIPP and SSAS seminars

Following the success of our SIPP and SSAS Breakfast Seminars in April we are running a new series of events in the South West and West Midlands in October 2015.

One of the most exciting areas of the pension reforms has been the changes to the death benefit regime giving the option for intergenerational planning in pensions for the first time.

Jamie Taylor, Business Development Consultant at Talbot and Muir will be hosting the event and will be available throughout to answer any questions you may have regarding your specific cases.

Claire Trott, Director and Head of Pensions Technical at Talbot and Muir will be looking at the applications of the pension and death benefit reforms in SIPPs and SSAS now all the legislation is in place.

The remaining speakers will vary by venue.

21st October, St Johns Hotel, Solihull

John Mayo, Executive Director of Quilter Cheviot will be discussing pension investment strategies for income and growth within pensions.

Tom Evans, Associate Solicitor of Thursfields will be exploring the need to review wills and existing IHT planning in light of the changes in pensions legislation.

22nd October, Ramada Park Hall, Wolverhampton

John Mayo, Executive Director of Quilter Cheviot will be discussing pension investment strategies for income and growth within pensions.

Tom Evans, Associate Solicitor of Thursfields will be exploring the need to review wills and existing IHT planning in light of the changes in pensions legislation.

28th October, Tortworth Court Hotel, Wooton-Under-Edge

Richard Gould and Daniel Curtis, Portfolio Managers of Cazenove will explore the inheritance and the investment strategies for inherited pensions.

Stephen Oliver, Director of The Will Company will be exploring the need to review wills and existing IHT planning in light of the changes in pensions legislation.

29th October, River Thames Hotel, Oxford

Nathan Dosanjh, Business Development Director of Investec will be discussing pension investment strategies for income and growth within pensions.

Stephen Oliver, Director of The Will Company will be exploring the need to review wills and existing IHT planning in light of the changes in pensions legislation.

Timings

8.30 – Registration and breakfast
9.00 – Presentations begin
11.00 – Networking and refreshments

 

Please register below

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