LTA Abolition: What You Need To Know And How To Protect Your Clients
Tuesday, 30th April 11:00 am – 12:00 pm
Pension landscapes are changing, and it's essential to stay updated. The end of the Lifetime Allowance represents a major shift, similar to the landmark A-Day!
Further Topics Include!
Understanding Your Business's Value
It is essential you understand the current value of your business, and the gap to your target sale value. Beyond that, you will gain an understanding of other factors that influence the value of your business so that you can identify strategies to increase the attractiveness of your business ahead of sale.
Preparing Your Management Information
Your management information plays two key roles in the sale process – the marketing and positioning stage needs to attract interest, and it is fundamental to an effective due diligence process. Understand the requirements of MI in advance so that you can detect and close information gaps, allowing you to sail through your transaction.
Identifying and Mitigating Risks
Potential buyers are always cautious about hidden risks associated with a business, particularly in highly regulated industries such as financial services. Louise will share with you an overview of the key areas a potential buyer will examine, giving you the opportunity to remediate any potential issues before starting the process of a business sale.
Learning outcomes
Exploring the New Regime
Gain a comprehensive understanding of the two groundbreaking tax-free allowances and how they reshape the pension landscape.
Navigating the Transition
Unravel the intricate transitional rules affecting benefits taken before the pivotal date of 6th April.
Unlocking Legacy Protections
Unlocking Legacy Protections Learn the mechanics of legacy protections within the new regime and how they can safeguard your clients' interests.
Actionable Insights
Discover crucial steps to shield your clients from potential pitfalls and secure their financial future amidst these transformative changes.
Insights from the Trenches
Gain insights from the first month of the new pensions regime, offering crucial guidance for the changing landscape.
Book Just Below:
Jamie Clark
Retirement Specialist
A distinguished Retirement Specialist at Quilter, brings over 35 years of industry expertise to the table. With a remarkable track record spanning pivotal milestones in pension history—from the inception of personal pensions in 1988 to the recent abolition of the Lifetime Allowance—Jamie is a seasoned veteran adept at deciphering complex legislation and translating it into actionable advice for advisers and their clients.
Don't miss this opportunity to equip yourself with the knowledge and strategies necessary to thrive in the new era of pensions. Secure your spot now and embark on this journey of transformation with us.
Headlining Adviser 3.0
Keynote and Q&A with renowned entrepreneur Deborah Meaden and the first ever UK live appearance of ‘Traction’ author and business growth guru Gino Wickman.
LTA Abolition: What You Need To Know And How To Protect Your Clients
Tuesday, 30th April 11:00 am – 12:00 pm
Pension landscapes are changing, and it's essential to stay updated. The end of the Lifetime Allowance represents a major shift, similar to the landmark A-Day!