The Insurance Institute of York
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The "hunt" is over: rewrapping client wealth

Thursday, 21 November 2024
12:00 pm – 1:00 pm (UK time)
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    • Kirsty Anderson, Chartered Financial Planner, Retirement and Tax Specialist, Quilter Plc

The "hunt" is over: rewrapping client wealth.
This is a webinar presentation by Kirsty Anderson, Chartered Financial Planner
Retirement and Tax Specialist, Quilter Plc.

Learning objectives:

  • Identify the tax implications of GIAs
  • Explain how bonds are taxed and why they can be a suitable alternative
  • Demonstrate how our General Investment Tool can assist you in assessing client options

To secure your place book now.

Follow the link The ‘hunt’ is over: rewrapping client wealth (on24.com)

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.

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