Previous event
Post-budget Pension and Taxation Review
Friday 22 November 2024, 9:00 am - 11:30 am
Royal Victoria, Crowne Plaza, Sheffield
Stephen McPhillips, Technical Sales Director, Dentons PensionsAshley Waldron, Business Development Manager, Octopus Investments
CPD
Agenda
Post-Budget Review
Presentations by the following speakers:
- Ashley Waldron (Octopus Investments) Review of estate planning options using available Business Relief
- Stephen McPhillips (Dentons Pensions) Changes in pension planning after October 2024 budget
Seminar agenda
09:00am - Registration, tea and coffee
09:30am - Stephen McPhillips - Post-budget pension review, member Q&A
10.30am - Break
10:45am - Ashley Waldron - Estate Planning options using Business Relief
11.30am - Event close
Venue
Victoria Station Road
Sheffield
S4 7YE
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 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/learning/cpd/.
Previous
Mon 18 Nov 2024, 1:00 pm - 2:00 pm
Alan Chandler, Chartered Insurer
CPD