James Hay November Masterclasses – coming to a town near you!

By Lora Benson | Oct 09, 2018
Our technical specialists will provide analysis on any hot changes to Inheritance Tax (IHT) rules announced in the Autumn Budget, maintaining a tax-efficient pension and passing pension death benefits through generations.

Throughout November, we’re holding 12 half-day Masterclasses across the UK.

At these events, which may count towards CPD accreditation, members of our Technical Support Unit will delve into current tax legislation and planning opportunities whilst leading Fund Groups will present on how to achieve a timely investment strategy.

Here's what you can expect to hear from our technical specialists:

Will the Chancellor replace Inheritance Tax? - Neil MacGillivray, James Hay, Head of Technical Support
With the Chancellor having requested the Office of Tax Simplification to review Inheritance Tax (IHT), it has been a guessing game as to what the IHT of the future will look like. We will look at any potential changes in detail and how they may impact your clients.

The game changer
- Ian Linden, James Hay, Technical Manager, Pensions

Pension freedoms opened up many opportunities for advisers and their clients. For High Net Worth clients in particular, the ability to pass on pension death benefits down through the generations is a potential game changer. In this session we consider the legislation around death benefits and through a practical case study build on this knowledge.

Augmenting pension saving, but at what cost? - John Dunn, James Hay, Technical Manager, Pensions
It is essential that the challenges presented by aspects of pension tax legislation, for example the annual allowance, are recognised. Where individuals are faced with a choice, understanding the tax implications of their options is important if retirement planning is to be tax efficient. Through a case study we will look at an individual considering two options to increase their pension funding and analyse the tax consequences of each option. 


Click here to register for a Masterclass near you.

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James Hay Partnership, the platform for retirement wealth planning, has been working with financial advisers and clients for over 30 years to administer pensions, savings and investments in a cost and tax efficient way. Today over 50,000* clients trust us to look after more than £16 billion* worth of pension and investment savings.

From the very first day we have challenged industry norms as we've responded to changing client needs - from being the first SIPP provider in the UK, through to developing our modular approach to retirement wealth planning, which we launched in 2013.

The Modular iSIPP embraces fair and flexible pricing meaning the customer only pays for what they use, while they use it. This has now been evolved through the Modular iPlan to include other non-pension wrappers such as GIAs and ISAs.

We are able to continue to innovate thanks to being part of the IFG Group, a focused financial services company specialising in the provision of independent financial advisory and administrative services.

IFG Group plc is listed on the Irish and London Stock Exchanges. *as at March 2018