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Prudential - Bond Taxation - 65 minutes structured CPD

2 October 2020
This CPD compilation is made up of a few articles covering topical IHT, which are useful when considering your clients financial planning. This CPD compilation offers  65 minutes structured CPD. To qualify for this, once you've read the articles, go to the Testing Centre to answer some questions and receive a certificate.

Whether you’re recommending an investment bond for your client, or advising them to encash one, it’s important to understand how bond gains are taxed. Over the last ten years or so there’s been various changes to savings rates and allowances as well as some alterations to HMRC guidance on how top slicing relief works. These have all affected how bond gains are taxed, so it’s essential to make sure your knowledge is up to date.

Offshore Bonds Taxation explained

Information on taxation of offshore bonds. Find out how offshore life assurance bonds are taxed in the hands of individuals and trustees.

Read the article here.

Top slicing relief for bonds taxation: the facts

What you need to know about top slicing relief, how it works and more.

Read the article here.

UK investment bonds: taxation facts

Information on UK investment bonds, including what they are, identifying chargeable events, part arrangement (5% rule) and part assignments.

Read the article here.

Remember to visit the Testing Centre to get your structured CPD certificate after reading these articles. If you want to discuss Bond Taxation in more detail please contact your dedicated Prudential Account Manager.

 

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