Summary of the session 30 mins of Structured CPD.
Learning Objectives
- Find out how sales tools can help you highlight the importance of continuity and succession planning to your customers
- Learn how to clearly articulate the risks business owners face, including what can happen if formal agreements aren’t in place
- Have a better understanding of the tax position for key person cover
- Have an understanding of how to set up a succession solution using the various agreements and options available
Assessment
Pass=4 out of 6
Format
Simply view the slides below and login/register when you are ready to take the assessment.
Webinar Content
The information is based on Aegon’s understanding of current legislation, taxation law and HM Revenue and Customs (HMRC) practice, which may change. The tax treatment depends on the individual circumstances of each client and may be subject to change in future.