Taxation changes affecting your clients

Discover the latest taxation changes at the ican academy. Stay informed and guide your clients through the evolving tax landscape.

About the webinar

By the end of this session you will be able to:

  • Understand the changes to capital gains and dividend taxation announced in the Autumn Statement 2022
  • Explain the key differences between an onshore bond, offshore bond and collective investments
  • Apply knowledge of offshore and onshore bonds and their target markets
  • Consider other factors for recommendations

About the presenter

This webinar is hosted by Julia Peake, Technical Specialist at Canada Life. Julia has held many roles throughout her 18 year financial services career, working with providers, wealth planners and national advisory networks in the pension, tax, trust and estate planning markets.

Julia’s focus is in the tax, trust and estate planning arena writing articles and assisting with technical queries, as well as delivering presentations on a range of estate planning subjects both locally and nationally.

Support

CPD certificates will be sent to attendees using your registered email address after the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk

Latest Technical Eye

For a more in-depth look into changes to the dividend and capital gains taxation announced in the 2022 Autumn Statement, read our latest Technical Eye adviser article here.

Watch the webinar

Taxation changes affecting your clients