Webinar

Pension tax changes - a guide to supporting your employees

calendar icon 27 November 2023

Key Topics

  • The Autumn Statement 2023
  • Pension tax changes and their impact

Overview

Earlier this year, the Chancellor’s spring budget saw huge changes to pension tax, including an increase to the Annual Allowance and the removal of the Lifetime Allowance. Such changes can make it complicated for your employees to plan and take advantage of the rules in place each tax year. As we approach the end of the year, we know employees will be turning their attention to the upcoming HMRC self-assessments and the tax implications of their choices.
 
Our webinar is available to watch on-demand, where Hannah English is joined by Rachel Haggarty from Hymans Robertson and Jeff Simpson from Hymans Robertson Personal Wealth, our financial planning subsidiary, to discuss:

  • The pension tax changes and any updates following the Autumn Statement

  • What these changes mean for the individuals affected and how you can support your employees

Ensuring employees understand the tax rules in place and their consequences will be crucial for them to plan and optimise their individual and household pension savings whilst avoiding unplanned tax charges.

Who should watch on-demand?

This session is most useful for FDs, CFOs, HRDs, Pension Managers and anyone responsible for the delivery of pension benefits to employees.

Don't worry if you were unable to join live, sign up anyway and you'll be able to access the webinar on-demand, at a time convenient to you. 

In the meantime, if you have any questions, please don't hesitate to get in touch.

NOT ADVICE. The information made available in this webinar is for general information purposes only. It is not to be relied on for taking (or not taking) any action or decision. It is not a substitute for professional advice (including for legal, investment or tax advice) on specific circumstances. Your Hymans Robertson LLP consultant will be pleased to discuss any issue in greater detail.

Speakers

Hannah English

Hannah English

Head of DC Corporate Consulting

Male

Jeff Simpson

Chartered Financial Planner

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