Catch up with the Joneses – Intergenerational planning webinar 29 October

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Watch our webinar and catch up with the Joneses to find out more about the flexible options that SIPPs allow across generations.

The session, presented by Pension Technical Manager, Jessica List, focuses on:

  • Joint title property ownership – a group property purchase with a mix of SIPP and non-SIPP owners
  • Third party contributions and scheme pays – how third party contributions are treated for tax relief purposes, and how to pay an annual allowance charge from a pension.

Our three Meet the Joneses webinars are available on our CPD On Demand hub right now, enabling you to top up your learning and catch up with the series when it suits you.

Watch the webinars to Meet the Joneses.

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