Chartered Connections Dinner
Thursday 1 October, 6:00 pm (UK time)
In person
The Wee Room
1 hour
Kenny McCall, Utmost Group
For Chartered members only.
CPD Topic: The Effective Use of Trusts for Retirement Income Planning and IHT Mitigation
This session explores the effective use of trusts and bonds in retirement income planning and inheritance tax mitigation. It will consider how different trust structures can be blended to meet income and capital needs while improving tax efficiency.
Venue
The Wee Room
Waterman Restaurant
Hill Street
Belfast
BT1 2LA
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Thu 1 Oct, 9:30 am - 4:30 pm
Digital
Online
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Tue 6 Oct, 8:30 am - 3:35 pm
In person
Hilton Garden Inn Doncaster Racecourse