21 September 2007
Winterthur has announced a new series of Professional Edge workshops for autumn 2007, aimed at helping advisers to understand and make the most of changes within the industry. The latest series will be covering trusts and inheritance tax planning.
Winterthur’s tax and trust specialists John Hancock and Sean Burrows will be hosting the workshops, and discussing key topics within the trust-planning market, using case studies to give practical solutions.
Topics covered will include the following:
- Pre-March 2006 trusts - A recap of the transitional arrangements in place prior to 6 April 2006
- Ordering of trusts - Ensuring complementary trust arrangements are set up so as to minimise potential periodic and exit charges
- Combining Potentially Exempt Transfers and Chargeable Lifetime Transfers - Practical examples of how to combine both types of lifetime transfer
- HMRC guidance on Discounted Gift Schemes - What has changed, why, and how this affects joint planning
- True segmentation - Using bonds to plan effectively under the Trustee Act 2000
- Bonds vs Shares - Why might bonds look more attractive in the trust arena?
Nick Lee, Head of Marketing & Value Added Services, says: “As part of Winterthur’s Professional Edge range of adviser support services the workshops will be invaluable to any IFAs wanting to advise their clients on the benefits of trusts in inheritance tax planning, or those who simply want to update their understanding.”
Places can be booked by calling the Winterthur Adviser Support Unit on 0845 129 9993. Due to the interactive nature of the workshops, numbers are strictly limited.
Each workshop counts for two hours towards CPD accreditation.
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For further information:
Paul Riddell Winterthur Life, Press Office +44 (0)1256 798099
Becky Holmes Winterthur Life, Press Office +44 (0)1256 798310
Christine Wood FD +44 (0)20 7269 7253
Notes to Editors
About Professional Edge
Winterthur Life has implemented a range of expert support services to help IFAs with everyday business activities and future planning, offering these advisers the ‘Professional Edge’ over their competitors. The package of services has been designed following research into the business needs of IFAs and currently includes the following services:
- Dedicated Professional Edge consultants with support staff
- Business management and people development, including an HR advisory service and ‘Winterthur Chambers’; a special service designed to help IFAs target professional practices plus ‘Chambers’ study support, recruitment and selection
- Adviser solutions and strategic business planning, particularly in regard to preparations for depolarisation, simplification and moving to fees
- High quality, specialist workshops and study support sessions
- A range of quality technical and educational adviser support material
- A premium Transfer Value Analysis System with a choice of options
About Winterthur Life UK Limited
Winterthur Life UK Limited is part of AXA Group, one of the largest financial institutions in the world.
Winterthur Life UK Limited is a provider of focused investment and retirement solutions and support services predominantly distributed through quality IFAs to their high net worth clients.
The company is recognised as having an innovative approach to financial products and its products feature simple, transparent charging with access to a wide range of carefully selected investment funds and fund managers via its Tailored Selection fund platform. Winterthur is also differentiated in the market through its focus on service excellence.
Winterthur Life UK Limited has a B+ financial strength rating from AKG, which denotes “very good financial strength”. At the end of 2006 Winterthur had assets under management exceeding £10 billion, and grew its new pensions business by 125% to £1.45 billion.
www.winterthur-life.co.uk
