Top-Slicing Relief

Friday, 10 July 2020
10:00 am – 11:30 am
    • Barry Foster, Strategic & Technical Sales, BMO Global Asset Management

Overview

The presentation will explain the top-slicing relief calculation using a step-by-step process. It will consider the “Marina Silver v HMRC” case and the 11th March 2020 Budget changes to the top-slicing relief legislation.

Learning Outcomes

By the end of the session delegates will be able to:

  • Understand the process of performing a top-slicing relief calculation
  • Consider the significance of the Silver v HMRC case and the 11 March 2020 Budget changes to the top-slicing relief legislation
  • Understand how the Silver case & the Budget changes affect top-slicing relief calculations (using examples)
  • Apply this knowledge to appropriate, individual, client scenarios

Speaker Bio: Barry Foster, BMO Global Asset Management

Barry’s career in financial services began in 1997 and he has held roles as a Financial Adviser and Business Development Manager.

For the last 11 years Barry has been a Technical Sales Manager. Originally with AXA Wealth (latterly Utmost Wealth Solutions) before Joining BMO GAM in 2019. He delivers workshops, seminars and technical assistance to financial advisers covering tax, trusts and pensions.

Barry has achieved Chartered Financial Planner status and Fellow of the Personal Finance Society, as well as holding the Investment Management Certificate (IMC) and the STEP Certificate in Financial Services and the STEP Diploma.

Booking

Please use the link above to book your place.

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Any queries please email Alan.

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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.