AEGON Scottish Equitable
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Offshore Explained presented by Nick Illsley
Agenda
- Expensive complicated convoluted — dispelling the myth
- Open architecture
- Deciding when to pay tax
- Are you or your clients intending to live abroad
- Income, tax free for life?
AXA Sun Life
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Pensions and Death Benefits presented by Neil Williams
Agenda
- Introduction (including D6 HRMC form and positioning)
- Pension Death Benefits
- Pre–Vesting
- Vested – death before age 75
- Vested – death post age 75
- D6 – how to complete (now you recognise the relevance)