Tax efficient income and inheritance planning in retirement

International Business Development Manager

Standard Life

Due to the Summer Budget announcements regarding changes to Income Tax allowances, New Savings Allowance and Dividend taxation, this session revisits the reasons why it is important that clients should have a core portfolio of savings plans for their retirement. Ian will highlight the changes showing the updated benefits of why a client needs to seek financial advice and the value obtainable by using updated case studies to demonstrate the tax efficiency of “de-cumulating” from this combination of investment products plus the IHT benefits.

Ian is Standard Life’s International Business Development Manager responsible for supporting the international sales teams and the development of our proposition. Ian has worked in the financial services 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.

The Nottingham Insurance Institute charges for non-attendance at all CPD events.

If you do find that you are unable to attend, we ask that you give us at least 4 working days notice that you are no longer able to attend.

Please note, if you fail to let us know before this deadline, we will need to charge a £30.00 (inc. VAT) non-attendance fee to cover the cost of catering, booking arrangements and denial of your place to other members.

All cancellations must be received by email and you will receive confirmation of your cancellation. You may also nominate a replacement if you are unable to attend.

By proceeding with the registration you agree to these terms and conditions.

To view our image and video capture consent statement, please click here.