Investment Bonds - CPD Workshop (Thursday 26th June 2025) Virtual - Southampton

Agenda

• Overview of Investment Bonds
• Uses as an investment product
• Chargeable events and the tax impact
• Organising Bonds tax-efficiently for clients
• Case study to put some of the ideas into action
• Group review of case study
• Summary and next steps

This will be a virtual learning event.

There is no cost to the event, which we be hosted and funded by Hants & Dorset, Surrey, Thames Valley Sussex PFS regions There is a maximum of 50 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be fewer than 20 delegates attending.

The day will commence at 0930 sharp and finish by 1230, with breaks scheduled.

Our 2025 revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

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