Hart Shaw Financial Planning and Standard life delivered a CPD seminar to Sheffield & District Law Society members on ‘Pension rules and estate planning’ on Wednesday 2nd September 2015.
The seminar will addressed the following:
- New pension flexibility rules
- Pensions bypass trust
- Pensions
- Inherited pension v bypass trust
- IHT Simplification
The speakers can be contacted as follows:
- Aaron Alcock, IFA at Hart Shaw Financial Planning
- Julie Curtis, Tax & Estate Planning Consultancy Manager