Tax efficient protection planning for the small business

Belgrave Rooms, Nottingham
Wednesday, 04 March 2020
12:30 pm – 2:00 pm
    • Phil Banfield, Protection Business Development Manager, AEGON

Session Content

This session is around the valuable tax benefits of relevant life and the portability considerations upon leaving service will assist in providing an understanding of this type of cover enabling advisers to engage with business owners and highlight the advantages of providing personal life protection as an employee benefit.

Income protection is for many people the cornerstone of financial planning and the ability for a business owner to effect an income protection policy via their business again with a number of tax advantages which can also provide added protection for pension contributions being made by the company enables clients to protect their income up to retirement and beyond. As part of the session I will complete a comparison between personal income protection and executive income protection to highlight the benefits for business owners.

Learning Objectives

Following this session, delegates will:

  • Understand the types of cover available
  • Understand the tax treatment on the plans for both the employer and employee


Belgrave Rooms, 25 Goldsmith Street, Nottingham NG1 5LB

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.


12:30 – 14:00 pm A light buffet and refreshments will be served at 12.30 with the session starting at 1 pm.

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.

  • 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