Tax efficient income and inheritance planning in retirement

Belgrave Rooms, Nottingham
Wednesday, 25 November 2015
12:15 pm – 2:00 pm (UK time)

Ian Searle

International Business Development Manager

Standard Life

Course Summary

Due to the Summer Budget announcements regarding changes to Income Tax allowances, New Savings Allowance and Dividend taxation, this session revisits the reasons why it is important that clients should have a core portfolio of savings plans for their retirement. Ian will highlight the changes showing the updated benefits of why a client needs to seek financial advice and the value obtainable by using updated case studies to demonstrate the tax efficiency of “de-cumulating” from this combination of investment products plus the IHT benefits.

Speaker Biography

Ian is Standard Life’s International Business Development Manager responsible for supporting the international sales teams and the development of our proposition. Ian has worked in the financial services industry for the past 30 years in sales, development and management roles and is a regular speaker at International investment events as well as being a key presenter for Standard Life’s own seminars for financial intermediaries on technical subjects concerning Retirement, Investments, Trusts, Taxation and Succession planning.


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  • Belgrave Rooms
  • 25 Goldsmith Street
  • Nottingham
  • NG1 5LB
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