Later Life Academy Benefits and Taxation Module

Time and date: 24 September 2014 10.00 AM to 24 September 2014 4.00 PM
Location: London
Organiser: Later Life Academy
Website: Click here

Benefits & Taxation Module

Understanding the State Benefits available to the over 55’s

· What are the current benefits available

· What grants are available

· What is the impact on some ones benefits by taking out an equity release plan

· What is an over 55 entitled to The taxation system and the elderly client

· Personal taxation allowance

· Impacts on tax allowances

· IHT made simple

· PET (potentially Exempt Tax) rules

· The effects of tax on various sources of retirement income including annuities

 This course will also go towards structured CPD if you are a member of the Later Life Academy or not, and a certificate will be sent to confirm this.

For further details on the Later Life Academy then please email enquiries@laterlifeacademy.co.uk or call 01452 310777 Option 1.