Structured CPD…the Expert Pensions way

These allowances are essential for Advisers to understand, particularly tapered AA taking hold on High Net Worth clients. This course provides you with the technical knowledge and the practical solution built into a full NHS case study.

The following modules are included:
• The Tapered Annual Allowance
• Tax Relief, the Annual Allowance Tax Charge, and Scheme Pays
• Carry Forward
• The Money Purchase Annual Allowance (MPAA)
• Benefit Crystallisation Events
• Multiple BCEs
• Transitional Protections
• Tax-Free Cash and Protection
• NHS Case Study

Courses To Buy