Partner webinar

Overview

In the Spring Budget, the Chancellor made it easier for people to enhance their pension pots with significant increases to pension allowances. The changes could help many people build up their retirement nest eggs, especially if they are playing catch up due to missed contributions in earlier years or gaps in employment.

Almost everyone wants a comfortable retirement as one of their financial goals, and because payments into a pension receive a substantial boost from tax relief, they are a highly efficient way to build that provision.

It could amount to a pension planning ‘revolution’ after successive years of cuts and freezes to various allowances.

In this partner webinar with Continuum:

• Sharon Cooke FCA CTA, Technical Director at 2020 Innovation, runs us through the tax changes to pensions reliefs and charges in the Spring Budget 2023 and starts to consider the impact of these changes on clients and accountants.
• Barry Foster then takes us through the incredible opportunities that this presents from a financial planning perspective and updates us on the work being done by Independent Financial Advisors, including a discussion on how SIPPs and SSASs can be utilised as part of a business planning and retirement strategy.
• Darrell Stone, Head of Partnership Development at Continuum will demonstrate how accountants can work in partnership with independent financial advisors to get the best results for their clients.