Limits on Tax Relieved Pension Funds

Event Type
Irish Institute of Pensions Management

5.45pm for 6pm


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

Tony Gilhawley
Cost (members)
No charge for members of IIPM/€50 for guests