FREE Lunchtime Pensions Workshop, Epsom

Grayside Financial Services - Professional Connections Workshop

Professional Connections Workshop

Wednesday 12th March

12:00 – 2:00pm

(Lunch and refreshments provide)

The RAC Club, Epsom

Use it or lose it – Pension Planning for April and Beyond

A workshop for Accountants and Tax Professionals.

The theme of the workshop discusses the up-coming changes in pensions and how these could affect your clients.

• Reductions in Lifetime Allowance
• When and how to apply for Fixed Protection
• Reduction in Annual Allowance
• Making the most of Carry Forward Relief
• Adjusting client’s Pension Input Period
• Unlimited company contributions.

With so much changing in April – now is the time to be talking to your clients…

The workshop will be hosted by Grayside Financial Services and presented by Nick Sleep – Senior Retirement Consultant – LV Retirement Solutions.

(attendance at the workshop will count towards your CPD Requirements)

This is a free workshop but you do need to confirm your attendance:

COST: FREE

BOOKING: Please email enquiries@grayside.co.uk or call 01372 726162 

MAP

There is parking at The RAC Club