Investment bonds. 29 June 2021

Host group
Host Left
Hosted by
STEP Yorkshire
Event Type
Web Event
Date
-

Investment bonds – what are they and how do they work.

Onshore versus offshore – what are the advantages/disadvantages of selecting one or the other – both for tax and underlying investment management choice.

Investment Bonds held in Trust – tax treatment and benefits

Distributions to Beneficiaries from drawdowns – is this capital or income and how does this impact chargeable event.

Winding up Trusts or advancing to beneficiary – what is the best way of achieving this.

Cost group
Event Cost
Pound Sterling
25.00
Member
Pound Sterling
50.00
Non-member
STEP Student - Free
STEP Season Ticket Holder - Free
Schedule
09:30 – 11:00 BST
Register now
Contact
STEP Yorkshire
-
[email protected]
Add to Calendar 2021-06-29 09:30:00 2021-06-29 11:00:00 Investment bonds. 29 June 2021 Investment bonds – what are they and how do they work. Onshore versus offshore – what are the advantages/disadvantages of selecting one or the other – both for tax and underlying investment management choice. Investment Bonds held in Trust – tax treatment and benefits Distributions to Beneficiaries from drawdowns – is this capital or income and how does this impact chargeable event. Winding up Trusts or advancing to beneficiary – what is the best way of achieving this. STEP Yorkshire STEP Yorkshire Europe/London public