NORFOLK PFS WEBINAR - Investment bond taxation: top-slicing relief
This presentation will explain the top-slicing relief calculation using a step-by-step process.
It will consider the “Marina Silver v HMRC” case and the 11th March 2020 Budget changes to the top-slicing relief legislation.
Learning Objectives:
- Understand the process of performing a top-slicing relief calculation
- Consider the significance of the Silver v HMRC case and the 11 March 2020 Budget changes to the top-slicing relief legislation
- Understand how the Silver case & the Budget changes affect top-slicing relief calculations (using examples)
- Apply this knowledge to appropriate, individual, client scenarios.
Speaker bio:
Barry Foster, BMO Global Asset Mgt, Strategic & Technical Sales. Barry has achieved Chartered Financial Planner status and Fellow of the Personal Finance Society, as well as holding the Investment Management Certificate (IMC) and the STEP Certificate in Financial Services and the STEP Diploma.
Barry’s career in financial services began in 1997, he has held roles as a financial adviser and for the last 11 years Barry has been a Technical Sales Manager. Originally with AXA Wealth (latterly Utmost Wealth Solutions) before joining BMO GAM in 2019.
This event has been organised by the Norfolk Regional PFS Committee and is open to members of the Insurance Institute of Ipswich, Suffolk & North Essex
Venue
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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.