Back to Events listing

Pensions

WATCH: Pensions Lecture #4: ‘From the tax tribunals’ and ‘Pensions trustee companies: an update after Lehtimäki’

Wednesday 30 June 2021
11am - 12pm
Online, Zoom
1.0 CPD

Watch or listen to our latest series of lectures by pension law practitioners on current topics of particular interest. Wilberforce has a well-established reputation in the field of pensions law, due in large part to the late Edward Nugee QC, to whose memory these lectures are dedicated.

This webinar is divided into two talks. The first talk is ‘From the tax tribunals’, delivered by Emily Campbell, and covering:

  • SIPPchoice and contributions in specie
  • Hymanson and mistaken contributions
  • Bella Figura, discovery assessments and waiver of the scheme sanction charge
  • Gammell v HMRC and late applications for transitional protection
  • A thread of principle: reasonable taxpayer excuse?

The second talk is ‘Pensions trustee companies: an update after Lehtimäki [2020] UKSC 33′, delivered by Robert Ham QC and David Pollard, covering:

  • What did the Supreme Court decide?
  • Courts giving directions to fiduciaries after Lehtimäki?
  • Impact on pension trustee companies?
  • Impact on directors of trustee companies?

Paul Newman QC will chair this webinar.

This is the fourth and final Pensions Lecture in our 2021 series. To view the full programme, which also includes information on our other webinars, please click here.

For more information, please email seminars@wilberforce.co.uk

Share by: Email

Related Insights View all thought leadership

  1. Placeholder

    Articles

    Trust me, I’m a dolphin!

    Joseph Steadman has written an article in which he considers McHale v Dunlop, a recent claim for negligence and breach of fiduciary duty, arising from the loss of pension assets transferred into a SSAS and invested in an overseas investment... Read more

    By Joseph Steadman
    Thursday 13 June 2024

    View more
  2. Placeholder

    Articles

    McCloud Costs Directions: BMA v HM Treasury

    Edward Sawyer has written an article in which he discusses the Court of Appeal’s decision in BMA v HM Treasury, which upheld the validity of directions made by the Treasury to charge members rather than taxpayers with the costs of... Read more

    By Edward Sawyer
    Thursday 16 May 2024

    View more
  3. Placeholder

    Articles

    Lessons from the PO on recoupment and overpayments

    Ram Lakshman has written an article in which he considers the important Pensions Ombudsman determination relating to the BIC UK Pension Scheme, concerning the recoupment of overpaid benefits from future pension instalments. The article was first posted on Paul Newman KC‘s... Read more

    By Ram Lakshman
    Thursday 2 May 2024

    View more
  4. Placeholder

    Articles

    The pro-rating of pensions increases

    Paul Newman KC has written an article in which he considers whether the pro-rating of annual non-statutory increases to pensions in payment for only part of a year can be read into a scheme that makes no express provision for... Read more

    By Paul Newman KC
    Thursday 25 April 2024

    View more

View all thought leadership