SIPP Opportunities

Webinar series

Welcome to our SIPP Opportunities webinar series presented by Jessica List, Pension Technical Manager.

Topics that will be explored include:

  • SIPP Opportunities
  • Tapered annual allowance and carry forward
  • Death benefits and expressions of wishes
  • Intergenerational planning
  • Commercial property in SIPPs

CPD On Demand Video hub SIPP opportunities

The first of our five SIPP Opportunities webinars offers the chance to explore the opportunities and flexibility offered by SIPPs.

Learning objectives: Please click here to view learning objectives for this session.

CPD form: Please click here to get your CPD certificate.

Tapered annual allowance & carry forward

In the second of our five SIPP Opportunities webinars we look at the changes to the tapered annual allowance rules and how carry forward can help those still affected by the taper.

Learning objectives: Please click here to view learning objectives for this session.

CPD form: Please click here to get your CPD certificate.

Death benefits and expressions of wishes

In the third of our five SIPP Opportunities webinars we look at death benefits and expressions of wishes.

Learning objectives: Please click here to view learning objectives for this session.

CPD form: Please click here to get your CPD certificate.

Intergenerational planning

In the fourth of our five SIPP Opportunities webinars we look at death benefits further and other important considerations when planning how to pass wealth on to future generations.

Learning objectives: Please click here to view learning objectives for this session.

CPD form: Please click here to get your CPD certificate.

Commercial property in SIPPs

In the fifth of our five SIPP Opportunities webinars we look what counts as commercial property, the potential tax advantages of holding property within a SIPP and the different options for purchasing and owning commercial property.

Learning objectives: Please click here to view learning objectives for this session.

CPD form: Please click here to get your CPD certificate.

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