This CPD course will look at the new April 2015 pension rules.

Topics covered include:

• How the new pension rules from April 2015 will affect individuals
• How the changes will interact with Inheritance Tax

Including client case studies to illustrate these points and bring the changes to life.

Speaker profile

John Copsey – APFS Chartered Financial Planner

John joined Informed Financial Planning as a Senior Financial Planner in 2009 having previously worked for the UK’s largest pension company. He has achieved the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. John has over 20 years’ experience in the financial services sector. John spends much of his time looking after our corporate and personal clients across Yorkshire and is also involved in making presentations to clients and fellow professionals.