CPD Webinar Presentation Tuesday 19 May 2020 - Bonds, trust and estate planning - getting the right balance.

Tuesday, 19 May 2020
10:00 am – 11:00 am (UK time)
    • Neil Jones, Tax & Wealth Management Specialist, Canada Life


Trust-based inheritance tax solutions have developed over many years alongside investment bonds and the various arrangements available can provide differing levels of access and varying IHT efficiencies.

Learning Objectives:

In this session we look at some of the common estate planning solutions available to advisers and how they can be used as part of a strategy to mitigate inheritance tax.

Speaker Biography:

Neil is a tax and wealth management specialist with over 30 years’ financial services experience., This has included working for life and pensions providers, an investment analysis company and as a professional adviser specialising in pensions and estate planning. Neil has been involved in product development, investment research and training and currently sits on various committees including for the ABI and AILO and is included in International Adviser’s top 100.

To Take Part and obtain a copy of the link contact Veronica Wilkinson at veronica.wilkinson@live.co.uk or 01904 656104

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.