4 Jul 2016
Placing an Investment bond in a suitable trust can be an effective way to reduce or mitigate inheritance tax (IHT). However, there are other benefits to this approach that have nothing to do with IHT.
Join Paul Thompson as he explains how certain trust arrangements can meet the financial needs of clients in various circumstances, including topping up pensions income, alternative funding for retirement where the pensions annual allowance or lifetime allowance have been reached and funding for long-term care.
There will also be a demonstration of how the 0% starting rate band and the personal savings allowance can be fully utilised.
Wednesday 6 July 10:00-10:45am
A CPD certificate will be issued to all attendees.