Whitley Stimpson Share Pension Expertise Alongside Wise Investment in Two-Part Webinar Series


Earlier this month we teamed up with local wealth management and financial planning business Wise Investment to host two pension webinars.

As a firm of chartered accountants and business advisors looking to add value to our clients and local business professionals, we adapted to the ‘new normal’ by offering these informative online events to enable people to attend from wherever they are comfortable.

Ian Parker, one of our directors presented the two webinars which were a great success alongside Angus Aston, a senior financial planner at Wise Investment. There was also the opportunity to ask the speakers questions at the end of the webinar.

Webinar 1 – Pensions for Business Owners

The first webinar took place on 8 October 2020 and provided valuable information about pensions with a focus on business owners.

The following areas were covered:

  • How pension relief works and the differences between personal and company contributions
  • Maximising your contributions and considering unused allowances
  • Considering a diversified investment strategy and how funds held within a pension can be utilised
  • A look at the current pension landscape following the changes to pension access over the last few years
  • How pension funds can be used as part of successful Inheritance Tax planning

You can view the video recording of this webinar below.

Webinar 2 – Pensions: A Tool for Life

The second webinar took place on 15 October 2020 and provided information about pensions and how they can be used as a tax planning tool throughout different stages of your life. This was suitable for business owners, as well as high-net-worth individuals and people who wanted to know more about the advantages of using pensions for tax planning.

The following areas were covered:

  • How to set up a pension for a minor and levels of contribution that can be made
  • The advantages and disadvantages of starting a pension for a minor
  • How to review your pension scheme arrangements to ensure they can be passed on efficiently
  • An overview of the Inheritance Tax implications for your estate and the Income Tax considerations for beneficiaries when passing on a pension
  • Other retirement investments and strategies besides pensions

You can view the video recording of this webinar below.

Ian Parker, director at Whitley Stimpson said:

“The webinars were well attended and we were delighted to have some really great questions. We really enjoyed having the opportunity to give those in attendance a better understanding of pensions and to collaborate again with the team at Wise Investment.”

If you’d like to talk to either of our presenters, please contact Ian Parker at ianp@whitleystimpson.co.uk or Angus Aston at a.aston@wiseinvestment.co.uk

Keep up to date with the events we’re hosting on our website – Whitley Stimpson Events