18th July 2019

Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time

Join Aegon's webinar on Tuesday 23 July to hear Martin Haggart, Aegon's Technical Pensions Manager, and Elaine Cruickshank, Aegon's Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance, including:

how the lifetime allowance applies during lifetime under defined benefit and defined contribution schemes, and potential tax mitigation strategies;
how it applies on death, it’s impact on legal personal representatives and the key decisions for beneficiaries, and
alternative savings options and protection strategies for those affected.

CPD, Tax, Trust & ISA, Pensions, Partner Webcasts

Registration

Free Registration and CPD

M&G: Trusts School – Remaining Sessions

There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.

How to invest in bonds (60-minute CPD)

Build your practical knowledge of bonds with insights into how the market works and the different ways to invest. Evaluate the options available and learn how to compare different investments.

Navigating rates (60-minute CPD)

Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio.

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