Description
- Pension overview
- Pension & tax relief
- The importance of starting early
- Pension strategy
- Annual allowance
- ISAs
- Inheritance tax planning
- Income taxation
- Life insurance & trusts
Our Speakers
Nathan D’cruz
Financial Adviser
Nathan is a Director and Level 6 Pension Transfer Specialist. Chartered Fellow of the Chartered Institute of Securities and Investment. Believer in the supportive leadership management style. Qualifications include the Series 65, Financial Services Regulatory Framework, and Investment Management Certificate.