PFS Live CPD - Re-wrapping client wealth, fiscal changes post the budget.

Venue: The Kennford Room, Exeter Court Hotel, Kennford, Exeter, EX6 7UX

Session Overview:

• Pension landscape from April 2027 with case studies (this will include IHT & how this will affect your clients)
• Layering of numerous changes to fiscal policy & how tax /trusts interact with this.
• Easy to understand case studies to help bring things to life, I find this always helps.

Learning objectives

Areas discussed during the session will include:

• Current tax landscape, and planning opportunities from 6 April 2024 & post budget.
• Onshore or Offshore? What can your bond do?
• Future proof your accumulation strategy to tax-proof client income in decumulation – Case Study

Ash Kapasi
Tax & Trust Specialist, Quilter

Ash Kapasi joined Quilter’s Specialist Sales team in April 2018, with a focus on International Sales and Trust Planning. After the sale of Quilter International to Utmost, he re-joined Quilter in April 2023. He has more than 25 years’ experience in the industry, and has previously worked for Brooks Macdonald, Canada Life and Aviva. He specialises in working with advisers, helping to achieve their clients’ financial planning goals through workshops, seminars, and visits, and to help them enhance their understanding of investment products wrappers and trust structures.

John Corbyn
Pension Specialist, Quilter

Fellow qualified Chartered Financial Planner.

More than 35 years working in the retirement field specialising in the adviser market helping with the more complex pension cases and presenting at events and dinners-

Over his career he has worked with 3 large platforms – Standard Life, Winterthur/Axa & Quilter.

All with the common aim of supporting advisers through the pensions maze as legislation changes.

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