Webinar - Taxation of Bonds – Offshore and Onshore

Understand who pays the tax and what reliefs are available for clients to use.

Finally, using examples, we will consider the impact of taking money from an investment bond by partial withdrawals or by full segment surrenders.

Learning Objectives

At the end of the session, participants will be able to:

• Understand when a chargeable event can occur

• Learn when a chargeable gain can arise

• Understand how a chargeable gain is taxed

• Time apportionment relief

• Top slicing relief

• Tax-efficient release of capital

Francesca Gandolfi

Francesca provides technical support on trusts, tax and estate planning at Canada Life. Before this, she was a financial adviser and specialised in care fees planning – helping clients maintain financial independence pre and post retirement. She has also worked for providers, dealing with platforms, investments, retirement and equity release.