Norfolk Committee Webinar: Investment bond taxation – top-slicing relief

Presented by

Barry Foster, Strategic & Technical Sales, BMO Global Asset Management

About this talk

This presentation will explain the top-slicing relief calculation using a step-by-step process. It will consider the “Marina Silver v HMRC” case and the 11th March 2020 Budget changes to the top-slicing relief legislation. Learning Objectives: • Understand the process of performing a top-slicing relief calculation • Consider the significance of the Silver v HMRC case and the 11 March 2020 Budget changes to the top-slicing relief legislation • Understand how the Silver case & the Budget changes affect top-slicing relief calculations (using examples) • Apply this knowledge to appropriate, individual, client scenarios. Speaker bio: Barry Foster, BMO Global Asset Mgt, Strategic & Technical Sales. Barry has achieved Chartered Financial Planner status and Fellow of the Personal Finance Society, as well as holding the Investment Management Certificate (IMC) and the STEP Certificate in Financial Services and the STEP Diploma. Barry’s career in financial services began in 1997, he has held roles as a financial adviser and for the last 11 years Barry has been a Technical Sales Manager. Originally with AXA Wealth (latterly Utmost Wealth Solutions) before joining BMO GAM in 2019. He delivers workshops, seminars and technical assistance to financial advisers covering tax, trusts and pensions. Barry has achieved Chartered Financial Planner status and Fellow of the Personal Finance Society, as well as holding the Investment Management Certificate (IMC) and the STEP Certificate in Financial Services and the STEP Diploma.

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