Upcoming Events
13 Feb 25 5 min read
Since the 2022 Autumn Statement there’s been an increased demand for information about onshore and offshore bonds. In response to this, we’ve designed six bite-sized sessions covering the basics of bonds and some of the more technical aspects like taxation.
Each session will lasted 30 minutes, followed by an open Q&A for up to 30 minutes.
In addition, our Techy Thursday event on 20 March 2025 was effectively the seventh part of Bond School. In this session we focused on the planning considerations of directly held investments vs wrapped investments, and the scenarios where bonds can help deliver better client outcomes.
Tuesday 11, 18 and 25 February, and 4, 11 and 18 March 2025
All sessions commence at 1:00pm
About the Event
In this session, we look at applicants and lives assured, using a life assured bond vs capital redemption option, and the segmentation of bond policies.
CPD
The events qualifies for up to 60 minutes of Structured CPD accredited by CII and CISI, and by the end of the session you will be able to:
The live event was on 11 February 2025
About the Event
The topics covered in this session will be the internal taxation of bonds, 5% tax deferred allowance and the 20-year rule.
CPD
The events qualifies for up to 60 minutes of Structured CPD accredited by CII and CISI, and by the end of the session you will be able to:
The live event was on 18 February 2025
About the Event
In this session, we look at the chargeable event regime, calculating full surrender gains and excess gains, as well as full vs partial surrender.
CPD
The events qualifies for up to 60 minutes of Structured CPD accredited by CII and CISI, and by the end of the session you will be able to:
The live event was on 25 February 2025
About the Event
In this session we look at how to determine who’s liable – is it individuals, personal representatives, estate beneficiary, trust settlor, trustee, or trust beneficiary? We’ll also be discussing the use of assignments to transfer the liability to another person.
CPD
The events qualifies for up to 60 minutes of Structured CPD accredited by CII and CISI, and by the end of the session you will be able to:
The live event was on Tuesday 4 March 2025
About the Event
We looked at tax calculations for individuals and non-bare trusts, top-slicing relief, deficiency relief, time apportionment relief, and paying the tax.
CPD
The events qualifies for up to 60 minutes of Structured CPD accredited by CII and CISI, and by the end of the session you will be able to:
About the Event
We talked about ‘bits and bobs’ including Deed of Assignments by way of gift, bonds and the financial assessment for long-term care, the Trust Registration Service and cancellation rights including when trusts are involved.
CPD
The events qualifies for up to 60 minutes of Structured CPD accredited by CII and CISI, and by the end of the session you will be able to:
The live event was on Tuesday 18 March 2025
About the Event
The first six sessions of Bond School covered the key features and tax aspects of insurance bonds to help you get up to speed or refresh your knowledge about the mechanics of bonds. In this session we pull it all together to take a look at the big questions to answer when looking to use bonds in financial planning.
CPD
The events qualifies for up to 90 minutes of Structured CPD accredited by CII and CISI, and by the end of the session you will be able to:
Technical Manager, M&G
Barrie joined Prudential in 1997 and held roles in New Business and Customer Relations before moving to the Technical Team in 2008 where he specialised in tax and trust planning.
In 2013 he moved to Prudential Financial Planning and his role there was to audit the suitability of investment, pension and trust planning recommendations as well as providing the financial advisers with technical guidance.
Barrie rejoined the Technical Team in 2015 and now specialises in tax, trust and pension planning, and is working towards the Advanced Diploma in Financial Planning.
Submit your details and your question and one of your Account Managers will be in touch.