SIPP, SSAS and Succession - practical tips on pensions and IHT hosted by PFS

Hosted by the PFS at the North Lakes Hotel & Spa join your fellow peers for an energising afternoon of insight, discussion and practical updates designed to help you stay ahead in a fast-changing market.  

This session will provide a refresher on the key similarities and differences between SIPPs and SSASs, exploring their respective features, benefits and practical considerations on which route to take for clients.

We will also look at the evolving landscape of inheritance tax (IHT) planning, with a focus on how the forthcoming changes are likely to influence client behaviour, retirement strategies, and the decisions advisers may need to revisit. The session will consider how SIPP and SSAS providers are preparing for these changes, adapting their processes and propositions, and supporting advisers as they navigate the changing environment. It will also give you a chance to let your local committee know how you wish to be supported. Lunch provided.

Register now: 

https://events.thepfs.org/lancashire-merseyside-cumbria/events/2026/sipp-ssas-and-succession-practical-tips-on-pensions-and-iht-lunch-and-learn

Event details: 
Venue: North Lakes Hotel & Spa, Ullswater Road, Penrith, CA11 8QT

Start time:12pm