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These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.

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Zurich Understanding Shareholder Protection

20 June, 2020 @ 10:00 am - 6:00 pm

event zurich

HOST: Zurich
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

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20 June, 2020
10:00 am - 6:00 pm
Event Category:


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