About the webinar
Date: Wednesday 17 February 2021
In this webinar, Kim Jarvis, ican Technical Services Manager, will explain what segmentation is, how it can be used, and the solutions available.
The webinar will cover:
- What is segmentation?
- How segments can be used to target withdrawals, keep clients within a tax band and help beneficiaries.
- Solutions to help using Premiere/Premiere Europe Accounts and Wealth Preservation/Wealth Preservation Europe Accounts.
About the Presenter
Kim Jarvis has supported professional advisers on trusts, taxation and estate planning for over 25 years. She delivers training on market-related topics and is involved in industry groups analysing the impact of new legislation. Kim is an affiliate of the Society of Trusts and Estate Practitioners, an associate member of the CII and was shortlisted for the Women in Financial Advice Awards 2020.
Your CPD certificate will be sent to your registered email address once you have completed the webinar. If you do not receive this or for any questions please email email@example.com
There is a range of technical material available on our website. For this webinar we suggest the following documents:
- Benefits of segmentation case study (Jerry and Sally)
- Wealth Preservation Accounts case study (Joe and Sarah)