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Effective use of tax wrappers in retirement

7 October 2021

Online
Effective use of tax wrappers in retirement

CPD Certified

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

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.

Effective use of tax wrappers 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

Details

Date:
7 October 2021
Time:
1:00pm - 2:00pm BST
Category:
, ,

Venue

This is an online event

Organiser

The Insurance Institute of London (IIL)
Phone:
+44 20 7600 1343
Email:
Iil.london@cii.co.uk
Website:
https://www.iilondon.co.uk/home/

Other

CPD text
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
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