Monday, 18 February 2008
Standard Life
Tax Wrappers presented by Andrew Fuller
Agenda
- Cover the individual Tax Wrappers and their Tax position – i.e. OEIC, Onshore and Offshore Bonds as well as savings/deposit accounts.
- The interaction of these tax wrappers and the impact of your clients portfolio’s.
- Brief update on the Pre-budget report and the impact of this on Tax planning.