On V Offshore investing

Belgrave Rooms, Nottingham
Thursday, 27 February 2020
12:30 pm – 2:00 pm
    • Cathy Russell FPFS TEP, Tax and Estate Planning Consultant, Canada Life

Session Content

This session will cover the differences between investing in onshore and offshore bonds including the taxation elements. It will look at what is appropriate for your clients, both when investing and making withdrawals.

The event time is 12.30 – 2 pm. A light buffet lunch and refreshments will be served at 12.30 with the session starting at 1 pm for an hour.

Learning Objectives

  • Taxation of onshore bonds
  • Taxation of international bonds
  • Full segment v partial surrender
  • Order of taxation
  • Top slicing
  • Advantages and disadvantages

Speaker

Cathy has worked in the financial services industry for over 25 years with experience in both professional adviser and provider marketplaces, specialising in taxation, trusts, estate planning and delivering training. She is a Fellow of the Personal Finance Society, a Chartered Financial Planner and a Trust and Estate Practitioner (TEP).

Venue

Belgrave Rooms, 25 Goldsmith Street, Nottingham NG1 5LB https://www.belgraverooms.co.uk/index.php/location

There are a limited number of free car parking spaces available at the venue. Access to the car park is via Chaucer Street and is on your right under a brick arch after the QPark entrance. Please buzz for the barrier to be lifted stating that you are attending a Nottingham Insurance Institute event.

Terms & Conditions

As your local Institute Council, we put a lot of time and effort into arranging a full and varied calendar of CPD events throughout the year to help you, and other members of the Nottingham Institute, to keep up to date and to fulfil your CPD obligations. We also spend money on venues and providing catering. It is disappointing, therefore, when members fail to attend without notice as it potentially deprives another member the opportunity of attending.

In addition, many of the speakers at our CPD events provide their valuable time and expertise on an entirely voluntary basis. Many travel to come and speak to you, our members. We want to avoid situations where members fail to turn up and our speakers finding themselves speaking to empty seats.

If you book on to any event and you find you are unable to attend, we would ask that you kindly let us know in advance so that we can ensure other members do not miss out.

Special Requirements

If you have any special requirements, be these of a dietary, disability or religious nature, please respond to your booking confirmation email with the details.

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