Pensions and Inheritance Tax

Join us at Eighteen for this face to face breakfast networking and CPD session, looking at a review of Pension Death Benefits and the impact of including unused pension funds in IHT calculations.

About the speaker:

Mark Fenlon is Head of Technical Services at Transact where he leads a dedicated team responsible for providing comprehensive wrapper and tax support to financial advisers and to other areas of the business.  Over nearly 20 years at Transact, Mark has been deeply involved with many of the significant regulatory changes and has helped to develop the company’s range of pension, ISA, and bond wrappers.