Joint Webinars
Previous Joint Webinars
You can catch up on our previous joint webinars below.
Fixed income investing and tax planning with pensions - Webinar with Canaccord Genuity Wealth Management
26 January 2023In January 2023 we partnered with wealth manager Canaccord Genuity Wealth Management for our latest pensions and investments masterclass webinar.
In this webinar, Barry Foster – Technical Sales Manager, Curtis Banks, discussed how pensions are not just tax wrappers but also tax planning vehicles, as the way that tax relief is granted can interact with other tax liabilities. Barry also gave an overview of some possible tax planning opportunities that could arise from pension funding.
Thomas Becket – Chief Investment Office, Canaccord Genuity Wealth Management discussed why it could be time to reconsider fixed interest as a potentially exciting and rewarding asset class with yields and interest rates now back at realistic levels.
Watch the webinar here.
Intergenerational Subsidisation: How can the industry support it? A Dunstan Thomas webinar
30 June 2022While the focus of Intergenerational wealth transfer is often on inheritance tax planning and will writing, 23% of Baby Boomers anticipate continuing to support their children financially in some way even after they have retired.
These Boomers anticipate continuing to support their children for an average of 9.6 years into retirement – meaning that they will be supporting them into their 70s.
In this webinar, Jessica List, Pension Technical Manager at Curtis Banks and Adrian Boulding, Director of Retirement Strategy at Dunstan Thomas, explored how advisers could support the increasing number of Baby Boomers who want to financially support the next generation through their retirement income.
To watch this webinar on-demand, click here.
SIPP vs SSAS: Which is easier to exit if the boss decides to sell the business? A Dunstan Thomas webinar
28 April 2022We were delighted to join Dunstan Thomas for their latest live webinar to explore issues to consider when a business which holds some of its assets and/or it’s owners’ savings in a SSAS or SIPPs prepares for sale to a new owner.
The webinar featured an expert SIPP and SSAS panel, including Barry Foster – Technical Sales Manager at Curtis Banks and Adrian Boulding – Director of Retirement Strategy at Dunstan Thomas.
To watch this webinar on-demand, click here.