A technical Q&A

Intermediate

Hints and tips

Self certified

Video

Date:

Wednesday 13th April 2022

Location:

Online

Duration

1 HRS

Three technical experts answer a whole range of technical questions asked by paraplanners.

Learning objectives

During the session we covered…

How does the National Insurance increase impact salary sacrifice pension contributions?
How are bond withdrawals taxed after 20 years?
Will the cut to income tax affect onshore bonds?
Trends: What technical issues are the experts seeing in their inboxes, and how do they answer them?
Tax issues

Speakers

Elaine Cruickshank

Aegon

Elaine is Tax and Trusts Manager at AEGON

Brian Radbone

Transact

Brian has been in the financial services industry for over 35 years. He joined Transact in December 1999 shortly before its launch. Here he
provided input into the development the tax wrapper functionality on the system whilst establishing a technical tax support function for financial advisers. He is now responsible for the team providing support to both advisers and the business.

Les Cameron

M&G Wealth

Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.

A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.