11 Jun

Bond Withdrawals – Which Way, What’s the Tax and Who Has to Pay?

Onshore and Offshore insurance bonds have been a staple part of financial planning for decades.  And like all investments, there will come a time where the money is to be withdrawn.

Including a case study to demonstrate the theory, Les Cameron, Head of Technical, will help you to gain an understanding of:

  • When chargeable event gains arise and who is liable for the tax.
  • The bond gain calculations.
  • Considerations when using full or partial withdrawals.
  • Top slicing and the individuals’ tax liability.

Gain 60 minutes structured CPD.

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11th June 2020

10:00 am - 11:00 am

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