Why Should I Use an Offshore Bond?

Bacon Rolls, Tea & Coffee available from 7.45am

Registration in advance is required

Members free: Non-members £5

This seminar will examine Wealth Preservation ideas and how to make Retirement income as tax efficient as possible. It will deliver the following key learning objectives:

• To understand why an Offshore Bond might be suitable for a UK advised client
• To understand the increased flexibility available from modern offshore solutions
• To understand how an offshore bond can add to retirement income planning

The seminar will also deal with the UK Tax position for Offshore Bonds and issues to be aware of with Offshore Bond planning. It will also include two Case Studies highlighting flexible planning opportunities, tax efficient wealth preservation and the improvement of a client’s retirement income tax efficiency through the use of offshore bonds.

David Stokes has worked in the financial services industry for 15 years, starting in an IFA practice before moving to product providers. He has a degree in Account and Financial management and his continuing professional development has led to him now being qualified as a Fellow of the PFS and a Chartered Financial Planner. He has been in his current role with Old Mutual Wealth for 4½ years helping advisers grow and protect their businesses in our ever-changing industry.

To register contact Mal Fairhurst

malfair@aol.com or 0779 289 3972

The Insurance Institute of Leicester holds a CII CPD Event Accreditation licence

This event qualifies for CPD time units to members. It is also open to non-members at a cost of £5

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