These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.
- This event has passed.
Zurich Understanding Shareholder Protection
20 June, 2020 @ 10:00 am - 6:00 pm
TIME: To be confirmed
PLATFORM: To be confirmed
- Understand why businesses need to consider succession planning and to be able to explain the implications of not having a succession plan
- Be aware of the different methods of business succession planning and when it is appropriate to use each method
- Understand the use of trusts and option agreements and how they should be completed to ensure tax efficiency
- Be aware of the need for premium equalisation and how it should be done to ensure the scheme remains commercial
- Be able to explain the tax treatment of the premiums, whether paid by the company or the individual, and the claim proceeds
- Know where and how to access Zurich support for business succession planning
To Register Email: email@example.com