Course Details

Pension structures bring many benefits to Tax Efficiency, Investing, Retirement planning, Personal Wealth and Inheritance. They are a key piece of Tax planning infrastructure. Significant changes to regulatory and tax treatment of pensions have required accountants to adapt and tailor advice to a different pension landscape.

 

This course will assist accountants with the up-to-date position in pension planning, what activity is visible in the market and what current trends are manifesting.

 

Aengus Burns will cover the following topics during this presentation:

  • End of the SSAP
  • Self-Administered Pension Structures
  • Property and Pensions
  • Pension Contributions and Funding
  • Pension Planning
  • Non-standard PRSA’s

 

By attending this session, you will be able to provide a more coherent and up to date advice around the use of pension structures for tax planning, tax efficient investing and succession planning.

 

This session will be of particular interest to Accountants, Tax Advisers and Business Owners.

 

Course Level: Intermediate

CPD Course Speaker

Sonas Trustees

Aengus Burns

Aengus is a Director of Sonas Trustees and leads the Pensioneer Trustee services team which manages Self -Administered Pension Schemes on behalf of clients.