Making Sense of Pension Tax: How to Retire on your Terms.

17th Oct 2023

19:00-20:00

Join us on 17th October at 7pm with our partners at Chase de Vere for a live and interactive webinar.For doctors planning for retirement, the issue of pension tax can be concerning. As you’re looking to build savings for your future, heightened inflation and changes to flexible retirement in the NHS pension schemes provide new opportunities for you that have never existed before. It’s more important than ever to learn how these changes could impact you, so you can make informed, timely decisions to boost your pension pot in the most tax efficient way.

During the webinar, financial expert Phil Bowler, will cover the following:

  • The Annual Allowance and what happens if you exceed it
  • The McCloud judgement and its impact on Annual Allowance statements this year
  • The Scheme pays facility, and how to make it work for you
  • What the abolition of the Lifetime Allowance charge means for you
  • Retire and return, and the flexibilities associated with partial retirement
As an independent firm, Chase de Vere Medical provides experienced financial advisers dedicated to guiding medical practitioners. Their comprehensive services include tailored pension planning, tax strategies, investing advice, estate planning, financial protection and mortgage assistance, empowering GPs to secure their financial future. Learn more here
Register