Navigating ECPI complexities | Accurium

From 1 July 2017, the exempt current pension income (ECPI) rules became more complicated than ever, but ensuring ECPI is claimed correctly can avoid issues with the annual return. ECPI impacts how a fund claims expenses and how capital gains and losses are taxed, so it is important to get right.
 
This webinar considers the different types of fund that you can have when claiming ECPI and examine the complexities which continue to raise confusion when completing the annual return.
 
We will also touch on how these rules are expected to change again from 1 July 2020.