Live Webinar - Annual Allowance and Taper Relief - updated for FY 2020/21 (45mins)
In this webinar (est. duration 40 mins) Jamie Clark of Old Mutual Wealth will look at annual allowance and taper relief with particular reference to the general applicability of provisions afforded to senior NHS employees in the March 2020 budget.
There will be an opportunity for questions at the end of the presentation.
This session will help you understand how to:
- Identify and handle those clients most likely to be affected.
- Explain to clients their options and help them create a better, more considered outcome.
- Take full advantage of the available opportunities.
Full joining details for the session (webhost and room reference) will be provided ahead of the event.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.