About this Event
Event description
Torgersens Chartered Accountants and Active Financial Planners invite you to attend a 'round table' event for business owners who want to gain a clear view about the options for getting money from their pensions in a tax efficient way. We will also cover the alternatives for exiting your business when the time comes for planning.
Please note that the number of places is limited to 15, to provide a comfortable environment for discussion and questions.
Date and timings: Tuesday 10th October 2023, 08.30 - 10.30
How to get money out of your pension in a tax efficient way
- Salary vs dividend vs pension contributions. Which is best?
- What happens to my pension when I die? Who decides where it goes?
- How are my pension death benefits taxed and who pays?
- Is my pension fund subject to inheritance tax?
- What should I be doing to make sure my family benefits from my pension?
Exit strategies for business owners
- Exit strategies to consider, including sale, liquidation, and retention for future generations
- Common, costly pitfalls to avoid, including how to avoid 'the IHT problem’
- How your business can 'pay you' after you exit
Venue: The Quadrus Centre, Woodstock Way, East Boldon, South Tyneside, NE35 9PF. There is free parking on the site.
Refreshments: Tea, coffee and breakfast rolls (bacon, egg or sausage) with vegan and vegetarian alternatives. Please let us know of any dietary requirements when you book.
To book your place please call Fiona on 07940 184 650 or email fiona@torgersens.com.
