Tech Talk - post event Vidcast

Inheritance Tax Planning & Trusts - Post Budget 2008.
Insurance Bonds v. Mutual Funds: The final word…?

By Paul Kennedy Director of Tax and Trusts Planning Solutions, Fidelity FundsNetwork


This "TechTalk" is kindly supported by:

The 2008 Budget provided confirmation that the taxation of life bonds was not to be changed as a result of the CGT reforms. So the touch paper was lit and the great debate began to rage. Can a simple decision such as whether to use a mutual fund or an insurance bond have a significant effect on the client’s ultimate return? Where within the debate does the truth lie? This technical session is delivered by a provider of both mutual funds and onshore & offshore bonds and seeks to cut through the spin & rhetoric examining:

A debate that’s missing the point
The stages to understanding
The search for ‘tax alpha’
Asset classes and their taxation
Fund classes and wrappers
Square pegs & round holes – mixed portfolios
Advising around the margins
Product features – provider objectivity or client subjectivity?
Tax tails wagging investment dogs?

The session is an advanced level technical presentation designed for financial advisers who are committed to keeping their knowledge up to date and exploring new and exciting ways of advising clients.