Limits on Tax Relieved Pension Funds
This seminar will incorporate details of :
- Limits on Tax Free Lump Sums
- Personal and Standard Fund Thresholds- some individual may need to apply for a PFT before 7th June 2011
- Benefit Crystallisation Events (BCEs). The events that can trigger a tax charge.
- The calculation of the chargeable excess. (This has also changed in the Budget)
- Administrator responsibilities
o Seeking a BCE Declaration
o Calculation and payment of tax
o Revenue returns
CPD: 1.5 hours. Students: Relevant for all Subjects.
This is the second of the Spring 2011 IIPM Lecture Series.
These lectures are provided FREE to current IIPM students and as a Member Benefit to fully paid up IIPM Members. Guests may attend subject to payment of €50 per guest and subject to availability.
Further information and online booking facilities can be found here