AA & LTA (NHS Case Study) Masterclass

Structured CPD…the Expert Pensions way.
Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value. Our Masterclasses are designed with you and your clients in mind. This is not about ticking a box, this is to develop your technical and practical understanding of subjects and products that you discuss with your clients.

Each Masterclass includes:
• Short video modules
• Downloadable PDF’s
• An online quiz
• Auto-generated CPD certificate
• Access to ALL our online forums to ‘ask the expert’ and interact with fellow professionals

Annual Allowance (AA) & Lifetime Allowance
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

Masterclass £99 + VAT