Effective use of tax wrappers in retirement

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

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 also covers IHT planning with bonds whilst drawing a regular stream of payments in retirement.

Learning objectives:

• 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

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

To view our image and video capture consent statement, please click here.