Documents Relevant Life Policies

1. Relevant Life Policies Presented by: Mike Wilson of 2. Content Background Who Can Benefit Tax Treatment Cost Examples Types of Policy Procedures FAQs 3. Background Employers…

Documents Pensions drawdown underpin January 2014. 2 Consider you have a client with a large fund subject to.....

Slide 1 Pensions drawdown underpin January 2014 Slide 2 2 Consider you have a client with a large fund subject to IHT at 40%* Would you use a Whole of Life plan to cover…

Documents Pensions drawdown underpin

PowerPoint Presentation Pensions drawdown underpin January 2014 Consider you have a client with a large fund subject to IHT at 40%* Would you use a Whole of Life plan to…