In this IIL financial services webinar, Helen O’Hagan talks about alternative ways to decumulate investments tax efficiently in retirement.

Description

In this webinar, participants will learn some ways to plan for retirement using alternative tax wrappers including life assurance bonds, an in depth look at how they work, why they are useful for individuals to supplement pensions whilst offering maximum flexibility. Helen will also cover IHT planning with bonds whilst drawing a regular stream of payments in retirement.

Gain an insight into:

• Why life assurance bonds can be a useful part of a client’s retirement portfolio
• Maximising the tax rules for life assurance bonds
• The flexibilities of life assurance bonds
• Places are limited and will be allocated on a first come, first served basis.

Speaker

• Helen O’Hagan TEP, DipPFS, Tax and Trust Specialist, Technical Connection Ltd