Financial Liverpool CPD Event - Fri 18 March 2016
Offshore Bond Technical Update
Paul Schrijver of Old Mutual
Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking: 13:30 – 14:30
Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY
Please use the Riverside entrance
The target audience will be financial planners, paraplanners, accountants and legal professionals.
In this educational CPD event, Paul will cover the following:
- Reversionary Trusts: How they work & why
- Discounted Gift Trust: Comparison with other structures
- Direct equity investment: Holding equities within bonds
- Offshore Bonds: Summary of benefits for UK clients
- What are protectors and the importance of picking the right Trustees
The learning objectives of this presentation will be to:
Identify different types of Carve out Trusts and how they can be used for clients with different needs, plus introduce a Discretionary Trust that has no maximum premium and no entry taxes.
About the speaker
Paul has worked in the life assurance industry for more than 26 years of which the last 17 have been with Old Mutual International. His role is to support the Old Mutual consultants & managers on technical matters around Offshore products, trusts and general taxation. He is a Chartered financial planner and a fellow of the CII.
When & Where
Financial Liverpool is a society for professionals working in the financial services sector in Liverpool, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the last Friday of the month.
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney BestInvest in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £50 applies for your firm's annual membership).
Click here for more information on how to join.
Financial Liverpool used to be called Merseyside Life & Pensions.