[PFS] SLIDES NOW AVAILABLE Breakfast Seminar: Tax-Efficient Income Planning in Retirement
Presentation slides
Event Details
PLEASE NOTE: This event is now sold out. Please contact malfair@aol.com to join the waiting list.
The presentation will focus on the changes to tax bands and allowances and developments in the pipeline for 2017/18
By the end of the seminar, delegates will have a greater understanding of and be able to explain:
- The 2016/17 income tax bands and the new allowances
- How the ordering basis of taxation works and applies to clients who have multiple sources of income including that from their investment portfolios
- How dividends will be taxed and the opportunities for clients to use their new 0% rated allowance
- Which investment products can be core to a client's portfolio to enable them to maximise the use of their tax bands and allowances.
The IIL provides accredited training and this event represents 1 hour of CPD.
The event is kindly sponsored by Michael Ambrose Ltd
Arrival at 7.45am for bacon sandwiches and coffee, with the talk beginning at 8.00am. Finish at 9.00am
Speaker: Ian Searle
International Business Development Manager, Standard Life
Ian Searle is responsible for supporting the sales teams and the development of Standard Life's International Bond proposition.
He has worked in the industry for the past 30 years in sales, development and management roles, and is a regular speaker at international investment events as well as being a key presenter for Standard Life's own seminars for financial intermediaries on technical subjects concerning retirement, investments, trusts, taxation and succession planning.
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.
