For paraplanners who are want to build an intermediate knowledge of investment bonds and how they work.
Learning objectives
In this session we covered…
- Part surrenders vs full surrenders
- Tax due dates
- Combining part and full surrenders
- Policy years and tax years
- Deficiency relief
- Loss of personal allowance
- Recent Court rulings on ‘disproportionate’ cases
- Personal portfolio bonds
- Assignments
- Loans
