Live Webinar - Offshore Bonds: the Best of Both Worlds (60 mins)

Tuesday, 12 May 2020
10:30 am – 11:30 am

In this webinar (est. duration 60 mins) Cathy Russell of Canada Life will review the various types, features and differing benefits of the use of offshore bonds within your planning process.

This 1 hour session will provide an update on offshore bonds (updated for the March 2020 Budget) and will identify planning opportunities from these structure, taking into account tax considerations and allowance thresholds.

There will be an opportunity for questions at the end of the presentation.

Session learning objectives:

  • Understand the legislative framework surrounding offshore bond structures
  • increase awareness of tax allowance and contribution thresholds for offshore bonds
  • review case studies to better understand planning opportunities

Full joining details for the session (webhost and room reference) will be provided ahead of the event.

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.