Tax-Smart Retirement Planning: Self-Invested Pension Schemes | Webinar

In this webinar, hosted by Integrity365 Independent Financial Adviser Nicola Glass and Dentons Pensions Technical Sales Director Steve McPhillips, we discuss the significant tax advantages of certain UK-registered pension schemes and draw particular focus on:

1. Self-Invested Personal Pensions (SIPPs) and Small Self Administered.
2. Schemes (SSAS) and the range of possible investments within these.
3. The rules around commercial property and other types of assets which can be held in such schemes.
4. How pension scheme assets can be passed on to beneficiaries following the death of the scheme member.

If you would like to discuss your own retirement planning needs with one of our trusted Independent Financial Advisers, please do not hesitate to get in touch.

This video is intended for information purposes only and in no circumstances should be taken as advice. If you do require personal financial advice, please contact an Integrity365 adviser using the details above.

Please note: this webinar was recorded on 10th July 2024 and all information is correct at that time.