Effective use of tax wrappers in retirement

Online event
Thursday, 07 October 2021
1:00 pm – 2:00 pm (UK time)
    • Helen O'Hagan TEP, DipPFS, Tax and Trust Specialist, Technical Connection Ltd
  • Financial Services

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
  • Online event

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).

CII Accredited

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

1 hour's 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.