FL: Offshore Bond Technical Update
Financial Liverpool Event
Speaker: Paul Schrijver of Old Mutual
Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking 13:30 – 14:30
The target audience will be financial planners, paraplanners, accountants and legal professionals.
In this educational CPD event, Paul will cover the following:
-Reversionary Trusts: How they work & why
-Discounted Gift Trust: Comparison with other structures
-Direct equity investment: Holding equities within bonds
-Offshore Bonds: Summary of benefits for UK clients
-What are protectors and the importance of picking the right Trustees
The learning objective for this presentation is to identify different types of Carve out Trusts and how they can be used for clients with different needs, plus introduce a Discretionary Trust that has no maximum premium and no entry taxes.
Please click here to registrer for the event
About the speaker
Paul has worked in the life assurance industry for more than 26 years of which the last 17 have been with Old Mutual International. His role is to support the Old Mutual consultants & managers on technical matters around Offshore products, trusts and general taxation. He is a Chartered financial planner and a fellow of the CII.
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.