7th November 2016
Canada Life: Planning opportunities with international investment bonds
With an international investment bond your clients can benefit from 5% tax-deferred withdrawals with no tax returns being required until a chargeable gain occurs. This offers simple and straightforward tax-efficient investment solution. Kim Jarvis, technical manager at Canada Life, explains how to make the most of the tax free allowances.
An international investment bond can be a perfect vehicle for controlling the tax point on the gains made and tax efficient planning - including funding for a child's or grandchild's education. Bond segments can be assigned to the student who is likely to be a non-tax payer if they are in full time education.
Join Jeremy Pearson in his webinar - 'Pinpoint tax planning and funding for education, using international bonds' on 16 November. Jeremy will explore two case studies to show how this can work in practice and how valuable policy segments are in tax planning.
Pinpoint tax planning and funding for education using international bonds
Webinar 16 November 10.00 - REGISTER NOW
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