PFS Webinar - Tax planning for married couples and civil partners
The Insurance Institute of Exeter welcome Neil MacGillivray from James Hay Partnership for this interesting topic on tax planning.
The link to the event will be sent to attendees by Theresa Atal the day before the webinar.
Learning Objectives
By attending this event, delegates will be able to describe:
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Maximising allowances and exemptions
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Looking at the advantages and disadvantages of holding joint investments
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Avoiding hazards to ensure that steps taken as part of tax planning, are beyond challenge by HMRC
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When dealing with couples divorcing or separating, the steps that should be taken to avoid the impact of additional taxes.
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Neil MacGillivray
Neil MacGillivray heads up James Hay Partnership’s Technical Support and has over 30 years’ experience in financial services. Neil’s key role is to assist Financial Advisers with technical problems that they may encounter on general tax and trusts issues. Neil is a regular speaker at conferences and contributor to the financial press on tax and trust topics.
He is also a Chartered Banker of the Institute of Bankers in Scotland and was formerly the Chairman of the Association of Member-Directed Pension Schemes.
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.