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Taxation of investment bond withdrawals part 1: part and full segment surrenders

In our first session we compare the tax treatment of part surrenders and full segment surrenders. We will also consider the options to mitigate potentially adverse tax implications of a part surrender where a full segment surrender would have been a more tax efficient option.
Live online Oct 7 10:00 am UTC
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Presented by
Barry Foster, Strategic & Technical Sales
Presentation preview: Taxation of investment bond withdrawals part 1: part and full segment surrenders

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A leading provider of global investment solutions
BMO Global Asset Management (formerly F&C Investments) is a worldwide investment manager and is part of BMO Financial Group, founded in 1817 as the Bank of Montreal.

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  • Title: Taxation of investment bond withdrawals part 1: part and full segment surrenders
  • Live at: Oct 7 2020 10:00 am
  • Presented by: Barry Foster, Strategic & Technical Sales
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