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Date published: 05/11/2018

November Seminars: Pensions Taxation

Margate:
Aimed at all Consultants, GPs, SAS Doctors
Lunchtime, Tuesday 6th November
Seminar Room 2, QEQM Hospital Education Centre, Queen Elizabeth the Queen Mother Hospital, Ramsgate Road, Margate, Kent, CT9 4AN

Medway:
Aimed at those working Less than Full Time (LTFT) 
Lunchtime, Thursday 15th November
Seminar Room 6, Education Centre, Medway Hospital, ME7 5NY
    

AGENDA

12pm – 12.30pm      Arrival, registration and refreshments
12.30pm – 1.30pm     Financial Presentation

The full gravity of the Government’s recent change to the annual pension savings allowance may recently have hit home for many doctors.  

Those who have paid more into their pension(s) than the allowance permits may well have received unwelcome news from the NHS Pension Agency, confirming they have a tax liability.

Take care. No word from the NHS Agency does not mean no tax issue.

The Agency only knows about your NHS earnings and not your private earnings, for example from private practice, investments or rental property. Now that the annual allowance is tapered based on your total taxable earnings, you may well have a problem. 

The onus is on you to find out.

Over sixty minutes we will explain what has changed and how to work out if you are affected. We will talk over the options available to those who breach the allowance; and show you different ways to manage your pension contributions in the future.  We will look at how you could minimise and potentially avoid the annual allowance tax charge altogether. 

There will also be a consideration of another pensions taxation aspect - the lifetime allowance. We will review what this is, what this means for you and what can be done to mitigate its impact.

You’ll also be able to ask the presenters any questions that you have on these important topics.

The Financial Conduct Authority does not regulate tax advice.


YOUR HOSTS

Chase de Vere Independent Financial Advisers
 
The only independent financial advisers endorsed by the British Medical Association. Chase de Vere has a team of specialist advisers, dedicated to working with medical professionals, and has helped more than 12,000 doctors to achieve their financial goals.

BMA members receive a free individual session with a financial advisor which you will be able to book at this event. 

REGISTRATION

This session is open to all Doctors in the area (members and non-members) and is suitable for Consultants, SAS and GPs. The seminar is free to attend and you are very welcome to bring a guest. 

Places are limited and we expect demand to be high so register your attendance now to avoid disappointment. 

Reserve your place NOW by contacting Claudine.bell@chasedevere.co.uk